Petra Financial Advisors’s Penumbra PEN Stock Holding History

Petra Financial 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	-1,323	Closed	-$455K	–	131
2023 Q2	$455K	Buy	+1,323	New	+$406K	0.41%	72

Other funds holding PEN

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Petra Financial Advisors's PEN Position: Q3 2023 in Review

Petra Financial Advisors sold out of Penumbra (PEN) in Q3 2023, closing a stake of 1,323 shares — an estimated $455K sold.

Petra Financial Advisors first reported a position in PEN in Q2 2023 and held it in 1 quarter. The position peaked at $455K in Q2 2023. 314 funds tracked by Wall St. Rank hold PEN as of Q3 2023.

Petra Financial Advisors reported no remaining Penumbra position as of Q3 2023 after selling out during the quarter.
Petra Financial Advisors sold 1,323 Penumbra shares in Q3 2023, an estimated $455K.
Petra Financial Advisors first reported a position in Penumbra in Q2 2023 and held it in 1 quarter.
Petra Financial Advisors's Penumbra position peaked at $455K in Q2 2023.
314 funds tracked by Wall St. Rank held Penumbra as of Q3 2023.

Based on Petra Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.