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Bedel Financial Consulting’s PENN Entertainment PENN Stock Holding History

Bedel Financial Consulting’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
-681
Closed -$29K – 681
2022
Q1 		$29K Hold
681
– – 0.01% 492
2021
Q4 		$35K Sell
681
-24
-3% -$1.46K 0.01% 469
2021
Q3 		$51K Buy
705
+34
+5% +$2.5K 0.02% 375
2021
Q2 		$51K Hold
671
– – 0.02% 372
2021
Q1 		$70K Hold
671
– – 0.03% 320
2020
Q4 		$58K Sell
671
-670
-50% -$47.8K 0.03% 299
2020
Q3 		$97K Hold
1,341
– – 0.05% 212
2020
Q2 		$41K Hold
1,341
– – 0.02% 303
2020
Q1 		$17K Buy
+1,341
New +$33.7K 0.01% 403

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

Bedel Financial Consulting's PENN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of PENN Entertainment (PENN) in Q2 2022, closing a stake of 681 shares — an estimated $29K sold.

Bedel Financial Consulting first reported a position in PENN in Q1 2020 and held it in 9 quarters. The position peaked at $97K in Q3 2020. 494 funds tracked by Wall St. Rank hold PENN as of Q2 2022.

  • Bedel Financial Consulting reported no remaining PENN Entertainment position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 681 PENN Entertainment shares in Q2 2022, an estimated $29K.
  • Bedel Financial Consulting first reported a position in PENN Entertainment in Q1 2020 and held it in 9 quarters.
  • Bedel Financial Consulting's PENN Entertainment position peaked at $97K in Q3 2020.
  • 494 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.