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Atticus Wealth Management’s PENN Entertainment PENN Stock Holding History

Atticus 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
-11
Closed -$327 – 575
2022
Q4 		$327 Hold
11
– – ﹤0.01% 511
2022
Q3 		$0 Hold
11
– – ﹤0.01% 611
2022
Q2 		$0 Hold
11
– – ﹤0.01% 633
2022
Q1 		$0 Sell
11
-15
-58% -$686 ﹤0.01% 612
2021
Q4 		$1K Hold
26
– – ﹤0.01% 427
2021
Q3 		$2K Buy
26
+11
+73% +$809 ﹤0.01% 385
2021
Q2 		$1K Hold
15
– – ﹤0.01% 373
2021
Q1 		$2K Buy
+15
New +$1.66K ﹤0.01% 320

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

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

Atticus Wealth Management sold out of PENN Entertainment (PENN) in Q1 2023, closing a stake of 11 shares — an estimated $327 sold.

Atticus Wealth Management first reported a position in PENN in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 434 funds tracked by Wall St. Rank hold PENN as of Q1 2023.

  • Atticus Wealth Management reported no remaining PENN Entertainment position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 11 PENN Entertainment shares in Q1 2023, an estimated $327.
  • Atticus Wealth Management first reported a position in PENN Entertainment in Q1 2021 and held it in 8 quarters.
  • Atticus Wealth Management's PENN Entertainment position peaked at $2K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.