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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 $5.72T AUM 30.48% 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 $191M AUM 1.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return