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Avior Wealth Management’s PENN Entertainment PENN Stock Holding History

Avior 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
2025
Q1 		– Sell
-141
Closed -$2.79K – 1869
2024
Q4 		$2.79K Buy
141
+71
+101% +$1.4K ﹤0.01% 2048
2024
Q3 		$1.32K Buy
+70
New +$1.33K ﹤0.01% 2043
2022
Q2 		– Sell
-4,185
Closed -$141K – 1184
2022
Q1 		$177K Buy
4,185
+1,759
+73% +$80.4K 0.02% 443
2021
Q4 		$125K Hold
2,426
– – 0.01% 480
2021
Q3 		$175K Sell
2,426
-141
-5% -$10.4K 0.01% 434
2021
Q2 		$196K Buy
+2,567
New +$221K 0.02% 403
2021
Q1 		– Sell
-28
Closed -$2K – 1108
2020
Q4 		$2K Buy
+28
New +$2K ﹤0.01% 883
2018
Q4 		– Sell
-5,460
Closed -$180K – 746
2018
Q3 		$180K Buy
+5,460
New +$182K 0.04% 369

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return

Avior Wealth Management's PENN Position: Q1 2025 in Review

Avior Wealth Management sold out of PENN Entertainment (PENN) in Q1 2025, closing a stake of 141 shares — an estimated $2.79K sold.

Avior Wealth Management first reported a position in PENN in Q3 2018 and held it in 8 quarters. The position peaked at $196K in Q2 2021. 390 funds tracked by Wall St. Rank hold PENN as of Q1 2025.

  • Avior Wealth Management reported no remaining PENN Entertainment position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 141 PENN Entertainment shares in Q1 2025, an estimated $2.79K.
  • Avior Wealth Management first reported a position in PENN Entertainment in Q3 2018 and held it in 8 quarters.
  • Avior Wealth Management's PENN Entertainment position peaked at $196K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.