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CBIZ Investment Advisory Services’s PENN Entertainment PENN Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-21
Closed -$375 – 756
2025
Q2 		$375 Buy
+21
New +$330 ﹤0.01% 663
2024
Q3 		– Sell
-30
Closed -$581 – 427
2024
Q2 		$581 Hold
30
– – ﹤0.01% 381
2024
Q1 		$546 Buy
+30
New +$619 ﹤0.01% 339

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
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBIZ Investment Advisory Services's PENN Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of PENN Entertainment (PENN) in Q3 2025, closing a stake of 21 shares — an estimated $375 sold.

CBIZ Investment Advisory Services first reported a position in PENN in Q1 2024 and held it in 3 quarters. The position peaked at $581 in Q2 2024. 350 funds tracked by Wall St. Rank hold PENN as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining PENN Entertainment position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 21 PENN Entertainment shares in Q3 2025, an estimated $375.
  • CBIZ Investment Advisory Services first reported a position in PENN Entertainment in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's PENN Entertainment position peaked at $581 in Q2 2024.
  • 350 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.