PFS
PENG

Prospera Financial Services’s Penguin Solutions Inc PENG Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-350
Closed -$9K – 2670
2022
Q1 		$9K Buy
+350
New +$9.88K ﹤0.01% 2098

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 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
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Prospera Financial Services's PENG Position: Q2 2022 in Review

Prospera Financial Services sold out of Penguin Solutions Inc (PENG) in Q2 2022, closing a stake of 350 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in PENG in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 202 funds tracked by Wall St. Rank hold PENG as of Q2 2022.

  • Prospera Financial Services reported no remaining Penguin Solutions Inc position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 350 Penguin Solutions Inc shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Penguin Solutions Inc in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Penguin Solutions Inc position peaked at $9K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.