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Wealthspire Advisors (Maryland)’s Penumbra PEN Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-13
Closed -$2K – 2535
2018
Q3 		$2K Buy
13
+5
+63% +$700 ﹤0.01% 2177
2018
Q2 		$1K Buy
+8
New +$1.14K ﹤0.01% 2344

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PEN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Penumbra (PEN) in Q4 2018, closing a stake of 13 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PEN in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 188 funds tracked by Wall St. Rank hold PEN as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Penumbra position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 Penumbra shares in Q4 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Penumbra in Q2 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Penumbra position peaked at $2K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Penumbra as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.