PCM
VPU

Penserra Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Penserra Capital Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-53
Closed -$8K – 1330
2024
Q2 		$8K Buy
+53
New +$7.9K ﹤0.01% 1018

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Bank of America
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Penserra Capital Management's VPU Position: Q3 2024 in Review

Penserra Capital Management sold out of Vanguard Utilities ETF (VPU) in Q3 2024, closing a stake of 53 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in VPU in Q2 2024 and held it in 1 quarter. The position peaked at $8K in Q2 2024. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • Penserra Capital Management reported no remaining Vanguard Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 53 Vanguard Utilities ETF shares in Q3 2024, an estimated $8K.
  • Penserra Capital Management first reported a position in Vanguard Utilities ETF in Q2 2024 and held it in 1 quarter.
  • Penserra Capital Management's Vanguard Utilities ETF position peaked at $8K in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.