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Forvis Mazars Wealth Advisors’s PENN Entertainment PENN Stock Holding History

Forvis Mazars 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
2020
Q4 		– Sell
-3,775
Closed -$274K – 359
2020
Q3 		$274K Buy
+3,775
New +$185K 0.02% 263

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Forvis Mazars Wealth Advisors's PENN Position: Q4 2020 in Review

Forvis Mazars Wealth Advisors sold out of PENN Entertainment (PENN) in Q4 2020, closing a stake of 3,775 shares — an estimated $274K sold.

Forvis Mazars Wealth Advisors first reported a position in PENN in Q3 2020 and held it in 1 quarter. The position peaked at $274K in Q3 2020. 493 funds tracked by Wall St. Rank hold PENN as of Q4 2020.

  • Forvis Mazars Wealth Advisors reported no remaining PENN Entertainment position as of Q4 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,775 PENN Entertainment shares in Q4 2020, an estimated $274K.
  • Forvis Mazars Wealth Advisors first reported a position in PENN Entertainment in Q3 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's PENN Entertainment position peaked at $274K in Q3 2020.
  • 493 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.