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Penumbra shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Penumbra (PEN) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Penumbra

Tip: Access up to 7 years of quarterly data

All positions including Penumbra held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Penumbra by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 17k 194.31
2024-06-30 $3.0M 16k 179.97
2024-03-31 $3.7M 16k 223.18
2023-12-31 $14M 56k 251.54

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Penumbra

BlackRock
BlackRock
Vanguard Group
T. Rowe Price Associates
Champlain Investment Partners
State Street Corporation
William Blair Investment Management
ClearBridge Advisors
Geode Capital Management
Congress Asset Management
Baillie Gifford & Co
Capital World Investors
Citadel Advisors
Goldman Sachs Group
T. Rowe Price Investment Management

View all funds holding Penumbra