TD Private Client Wealth’s Penumbra PEN Stock Holding History

TD Private Client Wealth’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
2026 Q1	$1.64K	Sell	5 -5	-50%	-$1.69K	﹤0.01%	1314
2025 Q4	$3.11K	Hold	10	–	–	﹤0.01%	1218
2025 Q3	$2.53K	Sell	10 -2	-17%	-$504	﹤0.01%	1220
2025 Q2	$3.08K	Sell	12 -9	-43%	-$2.45K	﹤0.01%	1169
2025 Q1	$5.62K	Buy	21 +17	+425%	+$4.6K	﹤0.01%	1069
2024 Q4	$950	Hold	4	–	–	﹤0.01%	1252
2024 Q3	$777	Hold	4	–	–	﹤0.01%	1243
2024 Q2	$720	Hold	4	–	–	﹤0.01%	1182
2024 Q1	$893	Buy	+4	New	+$989	﹤0.01%	1181
2022 Q2	–	Sell	-11	Closed	-$2.44K	–	1276
2022 Q1	$2.44K	Sell	11 -2	-15%	-$444	﹤0.01%	1149
2021 Q4	$3.73K	Buy	13 +2	+18%	+$529	﹤0.01%	962
2021 Q3	$2.93K	Hold	11	–	–	﹤0.01%	1000
2021 Q2	$3.02K	Hold	11	–	–	﹤0.01%	1004
2021 Q1	$2.98K	Hold	11	–	–	﹤0.01%	970
2020 Q4	$1.93K	Buy	+11	New	+$2.41K	﹤0.01%	962

Other funds holding PEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return