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EWA
EverSource Wealth Advisors’s
PENN Entertainment
PENN
Stock Holding History
EverSource 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
2026
Q1
$39.9K
Sell
2,655
-3,432
-56%
-$47.7K
﹤0.01%
2064
2025
Q4
$89.8K
Buy
6,087
+5,657
+1,316%
+$88.3K
﹤0.01%
1376
2025
Q3
$8.28K
Buy
430
+119
+38%
+$2.23K
﹤0.01%
2916
2025
Q2
$5.56K
Buy
311
+78
+33%
+$1.22K
﹤0.01%
3118
2025
Q1
$3.8K
Sell
233
-106
-31%
-$2.07K
﹤0.01%
2626
2024
Q4
$6.72K
Sell
339
-240
-41%
-$4.72K
﹤0.01%
2204
2024
Q3
$10.9K
Buy
579
+404
+231%
+$7.7K
﹤0.01%
1815
2024
Q2
$3.49K
Buy
175
+89
+103%
+$1.51K
﹤0.01%
2345
2024
Q1
$1.42K
Sell
86
-781
-90%
-$16.1K
﹤0.01%
2475
2023
Q4
$22.6K
Buy
867
+344
+66%
+$7.98K
﹤0.01%
1183
2023
Q3
$12K
Sell
523
-791
-60%
-$19.1K
﹤0.01%
1349
2023
Q2
$31.6K
Buy
1,314
+1,264
+2,528%
+$33.7K
﹤0.01%
997
2023
Q1
$1.48K
Sell
50
-400
-89%
-$12.4K
﹤0.01%
2026
2022
Q4
$13.4K
Buy
+450
New
+$14.6K
﹤0.01%
1218
2022
Q3
–
Sell
-128
Closed
-$4.13K
–
2090
2022
Q2
$4K
Sell
128
-50
-28%
-$1.69K
﹤0.01%
1337
2022
Q1
$8K
Sell
178
-116
-39%
-$5.3K
﹤0.01%
1090
2021
Q4
$15K
Buy
+294
New
+$17.8K
﹤0.01%
805
Other funds holding PENN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
DCM
DME Capital Management
New York
$3.19B AUM
23.22%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
HPC
Hill Path Capital
New York
$1.37B AUM
15.26%
1-Year Est. Return
HVCM
HG Vora Capital Management
New York
$191M AUM
1.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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