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Financial Gravity Asset Management’s PENN Entertainment PENN Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$26K Buy
50
+27
+117% +$600 0.02% 927
2019
Q3 		$0 Hold
23
– – ﹤0.01% 1461
2019
Q2 		$0 Sell
23
-1
-4% -$20 ﹤0.01% 1555
2019
Q1 		$0 Buy
+24
New +$561 ﹤0.01% 1485
2018
Q3 		$0 Buy
+19
New +$632 ﹤0.01% 1562

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's PENN Position: Q4 2019 in Review

Financial Gravity Asset Management increased its PENN Entertainment (PENN) stake by 117% in Q4 2019, buying an estimated $600 and bringing the position to 50 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #927.

Financial Gravity Asset Management first reported a position in PENN in Q3 2018 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold PENN as of Q4 2019.

  • Financial Gravity Asset Management held 50 shares of PENN Entertainment worth $26K as of Q4 2019.
  • Financial Gravity Asset Management bought 27 PENN Entertainment shares in Q4 2019, an estimated $600.
  • PENN Entertainment made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #927 holding.
  • Financial Gravity Asset Management first reported a position in PENN Entertainment in Q3 2018 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.