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Accurate Wealth Management’s PENN Entertainment PENN Stock Holding History

Accurate Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$313 – 1070
2022
Q4 		$313 Buy
+10
New +$324 ﹤0.01% 1547

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Accurate Wealth Management's PENN Position: Q1 2023 in Review

Accurate Wealth Management sold out of PENN Entertainment (PENN) in Q1 2023, closing a stake of 10 shares — an estimated $313 sold.

Accurate Wealth Management first reported a position in PENN in Q4 2022 and held it in 1 quarter. The position peaked at $313 in Q4 2022. 434 funds tracked by Wall St. Rank hold PENN as of Q1 2023.

  • Accurate Wealth Management reported no remaining PENN Entertainment position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 PENN Entertainment shares in Q1 2023, an estimated $313.
  • Accurate Wealth Management first reported a position in PENN Entertainment in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's PENN Entertainment position peaked at $313 in Q4 2022.
  • 434 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.