Sutton Wealth Advisors’s Penumbra PEN Stock Holding History

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$1.33K	–	1351
2022 Q4	$1.33K	Hold	6	–	–	﹤0.01%	1261
2022 Q3	$1.14K	Buy	+6	New	+$963	﹤0.01%	1258
2022 Q2	–	Sell	-1	Closed	-$222	–	1692
2022 Q1	$222	Sell	1 -3	-75%	-$667	﹤0.01%	1562
2021 Q4	$1.15K	Buy	+4	New	+$1.06K	﹤0.01%	1298

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Sutton Wealth Advisors's PEN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Penumbra (PEN) in Q1 2023, closing a stake of 6 shares — an estimated $1.33K sold.

Sutton Wealth Advisors first reported a position in PEN in Q4 2021 and held it in 4 quarters. The position peaked at $1.33K in Q4 2022. 311 funds tracked by Wall St. Rank hold PEN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Penumbra position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Penumbra shares in Q1 2023, an estimated $1.33K.
Sutton Wealth Advisors first reported a position in Penumbra in Q4 2021 and held it in 4 quarters.
Sutton Wealth Advisors's Penumbra position peaked at $1.33K in Q4 2022.
311 funds tracked by Wall St. Rank held Penumbra as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.