MSWM
PI icon

McGlone Suttner Wealth Management’s Impinj PI Stock Holding History

McGlone Suttner Wealth Management’s Portfolio PI Stock Details PI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$2.97K – 607
2023
Q4 		$2.97K Buy
+33
New +$2.37K ﹤0.01% 639

Other funds holding PI

SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McGlone Suttner Wealth Management's PI Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Impinj (PI) in Q1 2024, closing a stake of 33 shares — an estimated $2.97K sold.

McGlone Suttner Wealth Management first reported a position in PI in Q4 2023 and held it in 1 quarter. The position peaked at $2.97K in Q4 2023. 228 funds tracked by Wall St. Rank hold PI as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Impinj position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 33 Impinj shares in Q1 2024, an estimated $2.97K.
  • McGlone Suttner Wealth Management first reported a position in Impinj in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Impinj position peaked at $2.97K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Impinj as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.