EWM
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Edge Wealth Management’s PENN Entertainment PENN Stock Holding History

Edge 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
2021
Q2 		– Sell
-20
Closed -$2K – 453
2021
Q1 		$2K Buy
+20
New +$2.21K ﹤0.01% 379
2020
Q4 		– Sell
-200
Closed -$15K – 435
2020
Q3 		$15K Sell
200
-200
-50% -$9.81K ﹤0.01% 291
2020
Q2 		$12K Buy
+400
New +$9.16K ﹤0.01% 444

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Edge Wealth Management's PENN Position: Q2 2021 in Review

Edge Wealth Management sold out of PENN Entertainment (PENN) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in PENN in Q2 2020 and held it in 3 quarters. The position peaked at $15K in Q3 2020. 582 funds tracked by Wall St. Rank hold PENN as of Q2 2021.

  • Edge Wealth Management reported no remaining PENN Entertainment position as of Q2 2021 after selling out during the quarter.
  • Edge Wealth Management sold 20 PENN Entertainment shares in Q2 2021, an estimated $2K.
  • Edge Wealth Management first reported a position in PENN Entertainment in Q2 2020 and held it in 3 quarters.
  • Edge Wealth Management's PENN Entertainment position peaked at $15K in Q3 2020.
  • 582 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2021.

Based on Edge Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.