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Wipfli Financial Advisors’s Penumbra PEN Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$40K Buy
+213
New +$34.2K ﹤0.01% 1215

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wipfli Financial Advisors's PEN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Penumbra (PEN) in Q3 2022: 213 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

261 funds tracked by Wall St. Rank hold PEN as of Q3 2022.

  • Wipfli Financial Advisors held 213 shares of Penumbra worth $40K as of Q3 2022.
  • Penumbra was a new Wipfli Financial Advisors position in Q3 2022.
  • Penumbra made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1215 holding.
  • 261 funds tracked by Wall St. Rank held Penumbra as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.