NewEdge Advisors’s Penguin Solutions Inc PENG Stock Holding History

NewEdge Advisors’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
2023 Q1	–	Sell	-419	Closed	-$6.24K	–	4211
2022 Q4	$6.24K	Buy	+419	New	+$6.41K	﹤0.01%	2519

Other funds holding PENG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

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

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NewEdge Advisors's PENG Position: Q1 2023 in Review

NewEdge Advisors sold out of Penguin Solutions Inc (PENG) in Q1 2023, closing a stake of 419 shares — an estimated $6.24K sold.

NewEdge Advisors first reported a position in PENG in Q4 2022 and held it in 1 quarter. The position peaked at $6.24K in Q4 2022. 174 funds tracked by Wall St. Rank hold PENG as of Q1 2023.

NewEdge Advisors reported no remaining Penguin Solutions Inc position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 419 Penguin Solutions Inc shares in Q1 2023, an estimated $6.24K.
NewEdge Advisors first reported a position in Penguin Solutions Inc in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Penguin Solutions Inc position peaked at $6.24K in Q4 2022.
174 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.