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Optimum Investment Advisors’s Penumbra PEN Stock Holding History

Optimum Investment Advisors’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
2023
Q3 		– Sell
-100
Closed -$34.4K – 730
2023
Q2 		$34.4K Buy
+100
New +$30.7K 0.02% 413

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Optimum Investment Advisors's PEN Position: Q3 2023 in Review

Optimum Investment Advisors sold out of Penumbra (PEN) in Q3 2023, closing a stake of 100 shares — an estimated $34.4K sold.

Optimum Investment Advisors first reported a position in PEN in Q2 2023 and held it in 1 quarter. The position peaked at $34.4K in Q2 2023. 314 funds tracked by Wall St. Rank hold PEN as of Q3 2023.

  • Optimum Investment Advisors reported no remaining Penumbra position as of Q3 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Penumbra shares in Q3 2023, an estimated $34.4K.
  • Optimum Investment Advisors first reported a position in Penumbra in Q2 2023 and held it in 1 quarter.
  • Optimum Investment Advisors's Penumbra position peaked at $34.4K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held Penumbra as of Q3 2023.

Based on Optimum Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.