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Avantax Planning Partners’s PENN Entertainment PENN Stock Holding History

Avantax Planning Partners’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
2021
Q2 		– Sell
-1,920
Closed -$201K – 340
2021
Q1 		$201K Buy
+1,920
New +$213K 0.01% 297
2018
Q4 		– Sell
-329
Closed -$11K – 940
2018
Q3 		$11K Buy
+329
New +$10.9K ﹤0.01% 860
2018
Q2 		– Sell
-431
Closed -$11K – 1119
2018
Q1 		$11K Buy
+431
New +$12.4K ﹤0.01% 1005

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Avantax Planning Partners's PENN Position: Q2 2021 in Review

Avantax Planning Partners sold out of PENN Entertainment (PENN) in Q2 2021, closing a stake of 1,920 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in PENN in Q1 2018 and held it in 3 quarters. The position peaked at $201K in Q1 2021. 583 funds tracked by Wall St. Rank hold PENN as of Q2 2021.

  • Avantax Planning Partners reported no remaining PENN Entertainment position as of Q2 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 1,920 PENN Entertainment shares in Q2 2021, an estimated $201K.
  • Avantax Planning Partners first reported a position in PENN Entertainment in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's PENN Entertainment position peaked at $201K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.