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TD Ameritrade Investment Management’s Penumbra PEN Stock Holding History

TD Ameritrade Investment Management’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
Q2 		– Sell
-3
Closed -$1K – 586
2023
Q1 		$1K Buy
+3
New +$766 ﹤0.01% 565
2022
Q3 		– Sell
-22
Closed -$3K – 629
2022
Q2 		$3K Sell
22
-2
-8% -$317 ﹤0.01% 511
2022
Q1 		$5K Hold
24
– – ﹤0.01% 553
2021
Q4 		$7K Buy
+24
New +$6.34K ﹤0.01% 510
2021
Q3 		– Sell
-15
Closed -$4K – 689
2021
Q2 		$4K Buy
+15
New +$4.09K ﹤0.01% 550

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TD Ameritrade Investment Management's PEN Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Penumbra (PEN) in Q2 2023, closing a stake of 3 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in PEN in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 363 funds tracked by Wall St. Rank hold PEN as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Penumbra position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3 Penumbra shares in Q2 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Penumbra in Q2 2021 and held it in 5 quarters.
  • TD Ameritrade Investment Management's Penumbra position peaked at $7K in Q4 2021.
  • 363 funds tracked by Wall St. Rank held Penumbra as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.