Beaird Harris Wealth Management’s PENN Entertainment PENN Stock Holding History

Beaird Harris 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
2024 Q1	–	Sell	-293	Closed	-$7.63K	–	644
2023 Q4	$7.63K	Hold	293	–	–	﹤0.01%	350
2023 Q3	$6.73K	Hold	293	–	–	﹤0.01%	293
2023 Q2	$7.04K	Hold	293	–	–	﹤0.01%	291
2023 Q1	$8.7K	Hold	293	–	–	﹤0.01%	279
2022 Q4	$8.71K	Hold	293	–	–	﹤0.01%	341
2022 Q3	$8K	Buy	+293	New	+$9.46K	﹤0.01%	305
2022 Q2	–	Sell	-293	Closed	-$12K	–	547
2022 Q1	$12K	Hold	293	–	–	﹤0.01%	309
2021 Q4	$15K	Buy	+293	New	+$17.8K	0.01%	353

Other funds holding PENN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Beaird Harris Wealth Management's PENN Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of PENN Entertainment (PENN) in Q1 2024, closing a stake of 293 shares — an estimated $7.63K sold.

Beaird Harris Wealth Management first reported a position in PENN in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 405 funds tracked by Wall St. Rank hold PENN as of Q1 2024.

Beaird Harris Wealth Management reported no remaining PENN Entertainment position as of Q1 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 293 PENN Entertainment shares in Q1 2024, an estimated $7.63K.
Beaird Harris Wealth Management first reported a position in PENN Entertainment in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's PENN Entertainment position peaked at $15K in Q4 2021.
405 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.