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AJ Wealth Strategies’s PENN Entertainment PENN Stock Holding History

AJ Wealth Strategies’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
2022
Q2 		– Sell
-6,206
Closed -$263K – 333
2022
Q1 		$263K Buy
+6,206
New +$284K 0.01% 270

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

AJ Wealth Strategies's PENN Position: Q2 2022 in Review

AJ Wealth Strategies sold out of PENN Entertainment (PENN) in Q2 2022, closing a stake of 6,206 shares — an estimated $263K sold.

AJ Wealth Strategies first reported a position in PENN in Q1 2022 and held it in 1 quarter. The position peaked at $263K in Q1 2022. 494 funds tracked by Wall St. Rank hold PENN as of Q2 2022.

  • AJ Wealth Strategies reported no remaining PENN Entertainment position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 6,206 PENN Entertainment shares in Q2 2022, an estimated $263K.
  • AJ Wealth Strategies first reported a position in PENN Entertainment in Q1 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's PENN Entertainment position peaked at $263K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.