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B. Riley Wealth Management’s PENN Entertainment PENN Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-7,060
Closed -$299K – 793
2022
Q1 		$299K Sell
7,060
-5,136
-42% -$235K 0.02% 451
2021
Q4 		$632K Sell
12,196
-811
-6% -$49.2K 0.04% 297
2021
Q3 		$942K Buy
+13,007
New +$956K 0.07% 235

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

B. Riley Wealth Management's PENN Position: Q2 2022 in Review

B. Riley Wealth Management sold out of PENN Entertainment (PENN) in Q2 2022, closing a stake of 7,060 shares — an estimated $299K sold.

B. Riley Wealth Management first reported a position in PENN in Q3 2021 and held it in 3 quarters. The position peaked at $942K in Q3 2021. 494 funds tracked by Wall St. Rank hold PENN as of Q2 2022.

  • B. Riley Wealth Management reported no remaining PENN Entertainment position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 7,060 PENN Entertainment shares in Q2 2022, an estimated $299K.
  • B. Riley Wealth Management first reported a position in PENN Entertainment in Q3 2021 and held it in 3 quarters.
  • B. Riley Wealth Management's PENN Entertainment position peaked at $942K in Q3 2021.
  • 494 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.