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Gerber Kawasaki Wealth & Investment Management’s PENN Entertainment PENN Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-9
Closed -$9K – 854
2021
Q3 		$9K Sell
9
-4,658
-100% -$342K ﹤0.01% 661
2021
Q2 		$356K Buy
4,667
+1,320
+39% +$114K 0.04% 173
2021
Q1 		$350K Buy
+3,347
New +$371K 0.04% 156

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PENN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of PENN Entertainment (PENN) in Q4 2021, closing a stake of 9 shares — an estimated $9K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PENN in Q1 2021 and held it in 3 quarters. The position peaked at $356K in Q2 2021. 572 funds tracked by Wall St. Rank hold PENN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining PENN Entertainment position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 9 PENN Entertainment shares in Q4 2021, an estimated $9K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in PENN Entertainment in Q1 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's PENN Entertainment position peaked at $356K in Q2 2021.
  • 572 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.