BDO Wealth Advisors’s PENN Entertainment PENN Stock Holding History

BDO Wealth Advisors’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 Q2	$2.52K	Hold	105	–	–	﹤0.01%	838
2023 Q1	$3.12K	Hold	105	–	–	﹤0.01%	858
2022 Q4	$3.12K	Sell	105 -230	-69%	-$7.46K	﹤0.01%	819
2022 Q3	$9K	Hold	335	–	–	﹤0.01%	733
2022 Q2	$10K	Hold	335	–	–	﹤0.01%	687
2022 Q1	$14K	Hold	335	–	–	﹤0.01%	666
2021 Q4	$17K	Sell	335 -30	-8%	-$1.82K	﹤0.01%	655
2021 Q3	$26K	Buy	365 +180	+97%	+$13.2K	﹤0.01%	559
2021 Q2	$14K	Hold	185	–	–	﹤0.01%	699
2021 Q1	$19K	Buy	185 +30	+19%	+$3.32K	﹤0.01%	624
2020 Q4	$13K	Buy	155 +105	+210%	+$7.49K	﹤0.01%	525
2020 Q3	$4K	Sell	50 -100	-67%	-$4.91K	﹤0.01%	593
2020 Q2	$5K	Sell	150 -850	-85%	-$19.5K	﹤0.01%	566
2020 Q1	$13K	Buy	+1,000	New	+$25.1K	﹤0.01%	516

Other funds holding PENN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's PENN Position: Q2 2023 in Review

BDO Wealth Advisors held its PENN Entertainment (PENN) position steady in Q2 2023 at 105 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

BDO Wealth Advisors first reported a position in PENN in Q1 2020 and has held it in 14 quarters since. The position peaked at $26K in Q3 2021. 394 funds tracked by Wall St. Rank hold PENN as of Q2 2023.

BDO Wealth Advisors held 105 shares of PENN Entertainment worth $2.52K as of Q2 2023.
BDO Wealth Advisors left its PENN Entertainment share count unchanged in Q2 2023.
PENN Entertainment made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #838 holding.
BDO Wealth Advisors first reported a position in PENN Entertainment in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's PENN Entertainment position peaked at $26K in Q3 2021.
394 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.