Bernardo Wealth Planning’s PENN Entertainment PENN Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-4,173	Closed	-$216K	–	94
2021 Q4	$216K	Buy	4,173 +17	+0.4%	+$1.03K	0.11%	78
2021 Q3	$301K	Hold	4,156	–	–	0.17%	59
2021 Q2	$317K	Sell	4,156 -92	-2%	-$7.92K	0.19%	59
2021 Q1	$445K	Buy	4,248 +129	+3%	+$14.3K	0.28%	45
2020 Q4	$355K	Sell	4,119 -22	-0.5%	-$1.57K	0.14%	120
2020 Q3	$301K	Buy	+4,141	New	+$203K	0.14%	120

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bernardo Wealth Planning's PENN Position: Q1 2022 in Review

Bernardo Wealth Planning sold out of PENN Entertainment (PENN) in Q1 2022, closing a stake of 4,173 shares — an estimated $216K sold.

Bernardo Wealth Planning first reported a position in PENN in Q3 2020 and held it in 6 quarters. The position peaked at $445K in Q1 2021. 552 funds tracked by Wall St. Rank hold PENN as of Q1 2022.

Bernardo Wealth Planning reported no remaining PENN Entertainment position as of Q1 2022 after selling out during the quarter.
Bernardo Wealth Planning sold 4,173 PENN Entertainment shares in Q1 2022, an estimated $216K.
Bernardo Wealth Planning first reported a position in PENN Entertainment in Q3 2020 and held it in 6 quarters.
Bernardo Wealth Planning's PENN Entertainment position peaked at $445K in Q1 2021.
552 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2022.

Based on Bernardo Wealth Planning's 13F filing for Q1 2022, filed 28 Apr 2022.