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Beverly Hills Private Wealth’s PENN Entertainment PENN Stock Holding History

Beverly Hills Private Wealth’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
-12,137
Closed -$229K – 352
2024
Q3 		$229K Sell
12,137
-2,035
-14% -$38.8K 0.05% 309
2024
Q2 		$274K Sell
14,172
-1,889
-12% -$32.1K 0.06% 287
2024
Q1 		$292K Buy
16,061
+3,215
+25% +$66.4K 0.07% 285
2023
Q4 		$334K Sell
12,846
-3,751
-23% -$87K 0.09% 238
2023
Q3 		$381K Sell
16,597
-13,015
-44% -$315K 0.11% 199
2023
Q2 		$726K Buy
29,612
+15,045
+103% +$401K 0.12% 187
2023
Q1 		$432K Buy
14,567
+2,619
+22% +$81.2K 0.13% 167
2022
Q4 		$355K Buy
+11,948
New +$388K 0.16% 149

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

Beverly Hills Private Wealth's PENN Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of PENN Entertainment (PENN) in Q4 2024, closing a stake of 12,137 shares — an estimated $229K sold.

Beverly Hills Private Wealth first reported a position in PENN in Q4 2022 and held it in 8 quarters. The position peaked at $726K in Q2 2023. 382 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining PENN Entertainment position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,137 PENN Entertainment shares in Q4 2024, an estimated $229K.
  • Beverly Hills Private Wealth first reported a position in PENN Entertainment in Q4 2022 and held it in 8 quarters.
  • Beverly Hills Private Wealth's PENN Entertainment position peaked at $726K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.