MSFP
PENG

Mark Sheptoff Financial Planning’s Penguin Solutions Inc PENG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-400
Closed -$4K – 370
2019
Q1 		$4K Hold
400
– – ﹤0.01% 309
2018
Q4 		$6K Buy
+400
New +$6.05K 0.01% 275

Other funds holding PENG

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Mark Sheptoff Financial Planning's PENG Position: Q2 2019 in Review

Mark Sheptoff Financial Planning sold out of Penguin Solutions Inc (PENG) in Q2 2019, closing a stake of 400 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in PENG in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 133 funds tracked by Wall St. Rank hold PENG as of Q2 2019.

  • Mark Sheptoff Financial Planning reported no remaining Penguin Solutions Inc position as of Q2 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Penguin Solutions Inc shares in Q2 2019, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Penguin Solutions Inc in Q4 2018 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Penguin Solutions Inc position peaked at $6K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2019, filed 12 Aug 2019.