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Clearview Wealth Advisors’s PENN Entertainment PENN Stock Holding History

Clearview Wealth Advisors’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
Q2 		– Sell
-10
Closed – – 630
2022
Q1 		$0 Hold
10
– – ﹤0.01% 675
2021
Q4 		$1K Hold
10
– – ﹤0.01% 655
2021
Q3 		$1K Hold
10
– – ﹤0.01% 629
2021
Q2 		$1K Sell
10
-93
-90% -$8.01K ﹤0.01% 621
2021
Q1 		$11K Buy
103
+10
+11% +$1.11K 0.01% 396
2020
Q4 		$8K Buy
+93
New +$6.64K 0.01% 405

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Clearview Wealth Advisors's PENN Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of PENN Entertainment (PENN) in Q2 2022, closing a stake of 10 shares.

Clearview Wealth Advisors first reported a position in PENN in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q1 2021. 494 funds tracked by Wall St. Rank hold PENN as of Q2 2022.

  • Clearview Wealth Advisors reported no remaining PENN Entertainment position as of Q2 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 PENN Entertainment shares in Q2 2022.
  • Clearview Wealth Advisors first reported a position in PENN Entertainment in Q4 2020 and held it in 6 quarters.
  • Clearview Wealth Advisors's PENN Entertainment position peaked at $11K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.