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Regent Peak Wealth Advisors’s Penumbra PEN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-7
Closed -$1K – 743
2020
Q4 		$1K Buy
+7
New +$1.53K ﹤0.01% 972

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's PEN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Penumbra (PEN) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in PEN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 272 funds tracked by Wall St. Rank hold PEN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Penumbra position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 7 Penumbra shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Penumbra in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Penumbra position peaked at $1K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Penumbra as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.