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Cassady Schiller Wealth Management’s PENN Entertainment PENN Stock Holding History

Cassady Schiller 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
2024
Q4 		$317 Buy
+16
New +$314 ﹤0.01% 1038

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

Cassady Schiller Wealth Management's PENN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in PENN Entertainment (PENN) in Q4 2024: 16 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

380 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Cassady Schiller Wealth Management held 16 shares of PENN Entertainment worth $317 as of Q4 2024.
  • PENN Entertainment was a new Cassady Schiller Wealth Management position in Q4 2024.
  • PENN Entertainment made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1038 holding.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.