Financial Advocates Investment Management’s PENN Entertainment PENN Stock Holding History

Financial Advocates Investment 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
2023 Q1	–	Sell	-7,318	Closed	-$217K	–	803
2022 Q4	$217K	Hold	7,318	–	–	0.02%	661
2022 Q3	$201K	Hold	7,318	–	–	0.02%	690
2022 Q2	$223K	Sell	7,318 -300	-4%	-$10.1K	0.02%	593
2022 Q1	$323K	Sell	7,618 -800	-10%	-$36.6K	0.02%	554
2021 Q4	$436K	Buy	8,418 +1,347	+19%	+$81.7K	0.03%	521
2021 Q3	$512K	Sell	7,071 -331	-4%	-$24.3K	0.03%	468
2021 Q2	$566K	Sell	7,402 -535	-7%	-$46.1K	0.04%	456
2021 Q1	$832K	Sell	7,937 -82	-1%	-$9.08K	0.06%	366
2020 Q4	$693K	Buy	8,019 +367	+5%	+$26.2K	0.05%	378
2020 Q3	$556K	Sell	7,652 -1,081	-12%	-$53K	0.05%	354
2020 Q2	$267K	Sell	8,733 -3,423	-28%	-$78.4K	0.03%	485
2020 Q1	$154K	Buy	+12,156	New	+$305K	0.02%	446

Other funds holding PENN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Advocates Investment Management's PENN Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of PENN Entertainment (PENN) in Q1 2023, closing a stake of 7,318 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in PENN in Q1 2020 and held it in 12 quarters. The position peaked at $832K in Q1 2021. 434 funds tracked by Wall St. Rank hold PENN as of Q1 2023.

Financial Advocates Investment Management reported no remaining PENN Entertainment position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 7,318 PENN Entertainment shares in Q1 2023, an estimated $217K.
Financial Advocates Investment Management first reported a position in PENN Entertainment in Q1 2020 and held it in 12 quarters.
Financial Advocates Investment Management's PENN Entertainment position peaked at $832K in Q1 2021.
434 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.