BIA
PENN icon

Bell Investment Advisors’s PENN Entertainment PENN Stock Holding History

Bell Investment 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
2024
Q4 		– Sell
-97
Closed -$1.83K – 1941
2024
Q3 		$1.83K Hold
97
– – ﹤0.01% 1384
2024
Q2 		$1.88K Hold
97
– – ﹤0.01% 1379
2024
Q1 		$1.77K Sell
97
-21
-18% -$434 ﹤0.01% 1411
2023
Q4 		$3.07K Sell
118
-49
-29% -$1.14K ﹤0.01% 1138
2023
Q3 		$3.83K Buy
167
+90
+117% +$2.18K ﹤0.01% 946
2023
Q2 		$1.85K Buy
77
+41
+114% +$1.09K ﹤0.01% 1338
2023
Q1 		$1.07K Sell
36
-80
-69% -$2.48K ﹤0.01% 1545
2022
Q4 		$3.44K Buy
116
+62
+115% +$2.01K ﹤0.01% 1000
2022
Q3 		$1K Sell
54
-98
-64% -$3.16K ﹤0.01% 1522
2022
Q2 		$5K Buy
+152
New +$5.13K ﹤0.01% 725
2021
Q4 		$3K Buy
67
+45
+205% +$2.73K ﹤0.01% 1020
2021
Q3 		$2K Buy
+22
New +$1.62K ﹤0.01% 1125

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Bell Investment Advisors's PENN Position: Q4 2024 in Review

Bell Investment Advisors sold out of PENN Entertainment (PENN) in Q4 2024, closing a stake of 97 shares — an estimated $1.83K sold.

Bell Investment Advisors first reported a position in PENN in Q3 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2022. 382 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Bell Investment Advisors reported no remaining PENN Entertainment position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 97 PENN Entertainment shares in Q4 2024, an estimated $1.83K.
  • Bell Investment Advisors first reported a position in PENN Entertainment in Q3 2021 and held it in 12 quarters.
  • Bell Investment Advisors's PENN Entertainment position peaked at $5K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.