Northwestern Mutual Wealth Management
PENG

Northwestern Mutual Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-400
Closed -$8.38K – 3931
2024
Q3 		$8.38K Buy
+400
New +$8.61K ﹤0.01% 2737
2024
Q1 		– Sell
-800
Closed -$15.1K – 3847
2023
Q4 		$15.1K Buy
+800
New +$13.8K ﹤0.01% 2493
2023
Q2 		– Sell
-93
Closed -$1.6K – 3656
2023
Q1 		$1.6K Buy
93
+91
+4,550% +$1.52K ﹤0.01% 2963
2022
Q4 		$30 Sell
2
-122
-98% -$1.87K ﹤0.01% 3264
2022
Q3 		$2K Buy
+124
New +$2.26K ﹤0.01% 2913
2020
Q1 		– Sell
-570
Closed -$11K – 2780
2019
Q4 		$11K Buy
+570
New +$8.83K ﹤0.01% 1921

Other funds holding PENG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's PENG Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Penguin Solutions Inc (PENG) in Q4 2024, closing a stake of 400 shares — an estimated $8.38K sold.

Northwestern Mutual Wealth Management first reported a position in PENG in Q4 2019 and held it in 6 quarters. The position peaked at $15.1K in Q4 2023. 194 funds tracked by Wall St. Rank hold PENG as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Penguin Solutions Inc position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 400 Penguin Solutions Inc shares in Q4 2024, an estimated $8.38K.
  • Northwestern Mutual Wealth Management first reported a position in Penguin Solutions Inc in Q4 2019 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Penguin Solutions Inc position peaked at $15.1K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.