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Triad Wealth Partners’s Penumbra PEN Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-11
Closed -$1.98K – 657
2024
Q2 		$1.98K Buy
+11
New +$2.2K ﹤0.01% 760

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Triad Wealth Partners's PEN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Penumbra (PEN) in Q3 2024, closing a stake of 11 shares — an estimated $1.98K sold.

Triad Wealth Partners first reported a position in PEN in Q2 2024 and held it in 1 quarter. The position peaked at $1.98K in Q2 2024. 333 funds tracked by Wall St. Rank hold PEN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Penumbra position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 11 Penumbra shares in Q3 2024, an estimated $1.98K.
  • Triad Wealth Partners first reported a position in Penumbra in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Penumbra position peaked at $1.98K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Penumbra as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.