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PennantPark Investment shares owned by West Financial Advisors

Quarter-by-quarter ownership of PennantPark Investment (PNNT) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in PennantPark Investment

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All positions including PennantPark Investment held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PennantPark Investment by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1k 300 6.88

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
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Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding PennantPark Investment

Ares Management
LSV Asset Management
Millennium Management
Two Sigma Investments
Two Sigma Advisers
Advisors Asset Management
Hennion & Walsh Asset Management
Legal & General Group
Condor Capital Management
NewEdge Wealth
Lido Advisors
Hrt Financial
Advisors Capital Management
Alberta Investment Management Corporation
Stifel Financial

View all funds holding PennantPark Investment