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SFS
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
–
3255
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
–
498
2016
Q4
$50K
Buy
+652
New
+$43.6K
0.02%
339
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$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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