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Sowell Financial Services’s Penumbra PEN Stock Holding History

Sowell Financial Services’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
-8
Closed -$1K – 3252
2020
Q4 		$1K Hold
8
– – ﹤0.01% 2606
2020
Q3 		$2K Hold
8
– – ﹤0.01% 2249
2020
Q2 		$1K Sell
8
-12
-60% -$2.08K ﹤0.01% 2350
2020
Q1 		$3K Buy
+20
New +$3.37K ﹤0.01% 2006
2017
Q1 		– Sell
-652
Closed -$50K – 495
2016
Q4 		$50K Buy
+652
New +$43.6K 0.02% 339

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's PEN Position: Q1 2021 in Review

Sowell Financial Services sold out of Penumbra (PEN) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in PEN in Q4 2016 and held it in 5 quarters. The position peaked at $50K in Q4 2016. 273 funds tracked by Wall St. Rank hold PEN as of Q1 2021.

  • Sowell Financial Services reported no remaining Penumbra position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 Penumbra shares in Q1 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Penumbra in Q4 2016 and held it in 5 quarters.
  • Sowell Financial Services's Penumbra position peaked at $50K in Q4 2016.
  • 273 funds tracked by Wall St. Rank held Penumbra as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.