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Penumbra shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Penumbra (PEN) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Penumbra

Tip: Access up to 7 years of quarterly data

All positions including Penumbra held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Penumbra by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $206k 850 241.91
2023-06-30 $293k 850 344.06
2023-03-31 $237k 850 278.69
2021-12-31 $244k 850 287.06
2021-09-30 $228k 856 266.36
2021-06-30 $223k 850 262.35
2021-03-31 $230k 850 270.59

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Penumbra

Vanguard Group
T. Rowe Price Associates
William Blair Investment Management
ClearBridge Advisors
Baillie Gifford & Co
Damian Sousa
Norges Bank Investment Management
Bank of New York Mellon
Henderson Group
Charles Schwab Investment Management
Citadel Advisors
Franklin Resources
Braidwell
Bellevue Group
Allspring Global Investments Holdings

View all funds holding Penumbra