TWP
PENG

TFO Wealth Partners’s Penguin Solutions Inc PENG Stock Holding History

TFO Wealth Partners’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$246 – 934
2023
Q4 		$246 Hold
13
– – ﹤0.01% 582
2023
Q3 		$377 Buy
+13
New +$328 ﹤0.01% 553

Other funds holding PENG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's PENG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Penguin Solutions Inc (PENG) in Q1 2024, closing a stake of 13 shares — an estimated $246 sold.

TFO Wealth Partners first reported a position in PENG in Q3 2023 and held it in 2 quarters. The position peaked at $377 in Q3 2023. 211 funds tracked by Wall St. Rank hold PENG as of Q1 2024.

  • TFO Wealth Partners reported no remaining Penguin Solutions Inc position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 13 Penguin Solutions Inc shares in Q1 2024, an estimated $246.
  • TFO Wealth Partners first reported a position in Penguin Solutions Inc in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Penguin Solutions Inc position peaked at $377 in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.