WCM Investment Management
PEN icon

WCM Investment Management’s Penumbra PEN Stock Holding History

WCM 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
2026
Q1 		– Sell
-41,053
Closed -$12.9M – 278
2025
Q4 		$12.9M Sell
41,053
-2,105
-5% -$581K 0.03% 138
2025
Q3 		$10.9M Sell
43,158
-396
-0.9% -$99.9K 0.02% 142
2025
Q2 		$11.2M Buy
43,554
+3,060
+8% +$833K 0.03% 142
2025
Q1 		$10.8M Sell
40,494
-15,978
-28% -$4.32M 0.03% 138
2024
Q4 		$13.5M Buy
+56,472
New +$12.8M 0.03% 136
2023
Q1 		– Sell
-65,788
Closed -$14.6M – 218
2022
Q4 		$14.6M Sell
65,788
-1,039
-2% -$203K 0.05% 92
2022
Q3 		$12.8M Buy
66,827
+1,849
+3% +$297K 0.05% 100
2022
Q2 		$8.46M Buy
+64,978
New +$10.3M 0.03% 132
2021
Q1 		– Sell
-19,663
Closed -$3.44M – 204
2020
Q4 		$3.44M Sell
19,663
-13,357
-40% -$2.93M 0.01% 152
2020
Q3 		$6.42M Buy
33,020
+790
+2% +$166K 0.02% 123
2020
Q2 		$5.76M Sell
32,230
-10,283
-24% -$1.78M 0.02% 121
2020
Q1 		$6.86M Buy
42,513
+11,878
+39% +$2M 0.04% 71
2019
Q4 		$5.03M Buy
30,635
+19,744
+181% +$3.14M 0.03% 104
2019
Q3 		$1.46M Buy
10,891
+2,712
+33% +$420K 0.01% 98
2019
Q2 		$1.31M Sell
8,179
-161
-2% -$23.3K 0.01% 110
2019
Q1 		$1.23M Buy
+8,340
New +$1.19M 0.01% 110

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