Marcum Wealth’s Penumbra PEN Stock Holding History

Marcum Wealth’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
2021 Q2	–	Sell	-2,000	Closed	-$541K	–	354
2021 Q1	$541K	Buy	+2,000	New	+$516K	0.09%	139

Other funds holding PEN

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marcum Wealth's PEN Position: Q2 2021 in Review

Marcum Wealth sold out of Penumbra (PEN) in Q2 2021, closing a stake of 2,000 shares — an estimated $541K sold.

Marcum Wealth first reported a position in PEN in Q1 2021 and held it in 1 quarter. The position peaked at $541K in Q1 2021. 286 funds tracked by Wall St. Rank hold PEN as of Q2 2021.

Marcum Wealth reported no remaining Penumbra position as of Q2 2021 after selling out during the quarter.
Marcum Wealth sold 2,000 Penumbra shares in Q2 2021, an estimated $541K.
Marcum Wealth first reported a position in Penumbra in Q1 2021 and held it in 1 quarter.
Marcum Wealth's Penumbra position peaked at $541K in Q1 2021.
286 funds tracked by Wall St. Rank held Penumbra as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.