AWM
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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 $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
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return