LGT Financial Advisors’s Penumbra PEN Stock Holding History

LGT Financial Advisors’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27	Closed	-$6.41K	–	610
2024 Q4	$6.41K	Hold	27	–	–	0.01%	513
2024 Q3	$5.25K	Hold	27	–	–	0.01%	520
2024 Q2	$4.86K	Hold	27	–	–	0.01%	598
2024 Q1	$6.03K	Hold	27	–	–	0.01%	591
2023 Q4	$6.79K	Hold	27	–	–	0.01%	560
2023 Q3	$6.53K	Buy	+27	New	+$7.5K	0.01%	566

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LGT Financial Advisors's PEN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Penumbra (PEN) in Q1 2025, closing a stake of 27 shares — an estimated $6.41K sold.

LGT Financial Advisors first reported a position in PEN in Q3 2023 and held it in 6 quarters. The position peaked at $6.79K in Q4 2023. 420 funds tracked by Wall St. Rank hold PEN as of Q1 2025.

LGT Financial Advisors reported no remaining Penumbra position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 27 Penumbra shares in Q1 2025, an estimated $6.41K.
LGT Financial Advisors first reported a position in Penumbra in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Penumbra position peaked at $6.79K in Q4 2023.
420 funds tracked by Wall St. Rank held Penumbra as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.