PIWA
PNNT

Prevail Innovative Wealth Advisors’s Pennant Park Investment Corp PNNT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PNNT Stock Details PNNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-94,251
Closed -$648K – 180
2024
Q1 		$648K Buy
+94,251
New +$647K 0.24% 111

Other funds holding PNNT

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PNNT Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Pennant Park Investment Corp (PNNT) in Q2 2024, closing a stake of 94,251 shares — an estimated $648K sold.

Prevail Innovative Wealth Advisors first reported a position in PNNT in Q1 2024 and held it in 1 quarter. The position peaked at $648K in Q1 2024. 115 funds tracked by Wall St. Rank hold PNNT as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Pennant Park Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 94,251 Pennant Park Investment Corp shares in Q2 2024, an estimated $648K.
  • Prevail Innovative Wealth Advisors first reported a position in Pennant Park Investment Corp in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Pennant Park Investment Corp position peaked at $648K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Pennant Park Investment Corp as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.