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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
2023-12-31 $14M 56k 251.54

More positions owned by Beacon Pointe Advisors

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

View all positions for Beacon Pointe Advisors

Top funds holding Penumbra

Vanguard Group
T. Rowe Price Associates
ClearBridge Advisors
William Blair Investment Management
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