WAP
PENG

Wealthcare Advisory Partners’s Penguin Solutions Inc PENG Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-200
Closed -$5K – 1936
2021
Q1 		$5K Buy
+200
New +$4.34K ﹤0.01% 1672

Other funds holding PENG

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthcare Advisory Partners's PENG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Penguin Solutions Inc (PENG) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in PENG in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 161 funds tracked by Wall St. Rank hold PENG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Penguin Solutions Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 200 Penguin Solutions Inc shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Penguin Solutions Inc in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Penguin Solutions Inc position peaked at $5K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.