WWP
PENG

WR Wealth Planners’s Penguin Solutions Inc PENG Stock Holding History

WR Wealth Planners’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
Q4 		$9.6K Buy
+500
New +$9.12K ﹤0.01% 599

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
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

WR Wealth Planners's PENG Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Penguin Solutions Inc (PENG) in Q4 2024: 500 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

194 funds tracked by Wall St. Rank hold PENG as of Q4 2024.

  • WR Wealth Planners held 500 shares of Penguin Solutions Inc worth $9.6K as of Q4 2024.
  • Penguin Solutions Inc was a new WR Wealth Planners position in Q4 2024.
  • Penguin Solutions Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #599 holding.
  • 194 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.