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Blue Bell Private Wealth Management’s PENN Entertainment PENN Stock Holding History

Blue Bell Private Wealth Management’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
Q3 		– Sell
-60
Closed -$2K – 808
2022
Q2 		$2K Hold
60
– – ﹤0.01% 650
2022
Q1 		$3K Buy
60
+10
+20% +$457 ﹤0.01% 640
2021
Q4 		$3K Buy
+50
New +$3.03K ﹤0.01% 626

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Blue Bell Private Wealth Management's PENN Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of PENN Entertainment (PENN) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in PENN in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 445 funds tracked by Wall St. Rank hold PENN as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining PENN Entertainment position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 60 PENN Entertainment shares in Q3 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in PENN Entertainment in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's PENN Entertainment position peaked at $3K in Q1 2022.
  • 445 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.