Crewe Advisors’s PENN Entertainment PENN Stock Holding History

Crewe 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
2023 Q4	–	Sell	-200	Closed	-$4.59K	–	622
2023 Q3	$4.59K	Hold	200	–	–	﹤0.01%	290
2023 Q2	$4.81K	Hold	200	–	–	﹤0.01%	469
2023 Q1	$5.93K	Hold	200	–	–	﹤0.01%	615
2022 Q4	$5.94K	Sell	200 -398	-67%	-$12.9K	﹤0.01%	646
2022 Q3	$16K	Hold	598	–	–	﹤0.01%	532
2022 Q2	$18K	Hold	598	–	–	﹤0.01%	450
2022 Q1	$25K	Buy	598 +154	+35%	+$7.04K	﹤0.01%	284
2021 Q4	$23K	Sell	444 -150	-25%	-$9.09K	﹤0.01%	250
2021 Q3	$43K	Buy	594 +100	+20%	+$7.35K	0.01%	158
2021 Q2	$38K	Buy	494 +150	+44%	+$12.9K	0.01%	171
2021 Q1	$36K	Sell	344 -100	-23%	-$11.1K	0.01%	169
2020 Q4	$38K	Buy	444 +175	+65%	+$12.5K	0.02%	152
2020 Q3	$20K	Buy	269 +125	+87%	+$6.13K	0.01%	183
2020 Q2	$4K	Buy	+144	New	+$3.3K	﹤0.01%	188

Other funds holding PENN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's PENN Position: Q4 2023 in Review

Crewe Advisors sold out of PENN Entertainment (PENN) in Q4 2023, closing a stake of 200 shares — an estimated $4.59K sold.

Crewe Advisors first reported a position in PENN in Q2 2020 and held it in 14 quarters. The position peaked at $43K in Q3 2021. 427 funds tracked by Wall St. Rank hold PENN as of Q4 2023.

Crewe Advisors reported no remaining PENN Entertainment position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 200 PENN Entertainment shares in Q4 2023, an estimated $4.59K.
Crewe Advisors first reported a position in PENN Entertainment in Q2 2020 and held it in 14 quarters.
Crewe Advisors's PENN Entertainment position peaked at $43K in Q3 2021.
427 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.