WIA
PENG

Wetzel Investment Advisors’s Penguin Solutions Inc PENG Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-22
Closed -$579 – 929
2024
Q2 		$579 Hold
22
– – ﹤0.01% 861
2024
Q1 		$390 Hold
22
– – ﹤0.01% 993
2023
Q4 		$0 Buy
+22
New +$381 ﹤0.01% 1055

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Wetzel Investment Advisors's PENG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Penguin Solutions Inc (PENG) in Q3 2024, closing a stake of 22 shares — an estimated $579 sold.

Wetzel Investment Advisors first reported a position in PENG in Q4 2023 and held it in 3 quarters. The position peaked at $579 in Q2 2024. 195 funds tracked by Wall St. Rank hold PENG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Penguin Solutions Inc position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 22 Penguin Solutions Inc shares in Q3 2024, an estimated $579.
  • Wetzel Investment Advisors first reported a position in Penguin Solutions Inc in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Penguin Solutions Inc position peaked at $579 in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.