Global Wealth Management Investment Advisory’s PENN Entertainment PENN Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-750	Closed	-$19.5K	–	347
2023 Q4	$19.5K	Hold	750	–	–	0.01%	247
2023 Q3	$17.2K	Hold	750	–	–	﹤0.01%	255
2023 Q2	$18K	Buy	+750	New	+$20K	﹤0.01%	253
2022 Q3	–	Sell	-750	Closed	-$23K	–	374
2022 Q2	$23K	Sell	750 -100	-12%	-$3.38K	0.01%	231
2022 Q1	$36K	Sell	850 -824	-49%	-$37.7K	0.01%	211
2021 Q4	$87K	Buy	1,674 +43	+3%	+$2.61K	0.03%	168
2021 Q3	$118K	Buy	1,631 +32	+2%	+$2.35K	0.04%	163
2021 Q2	$122K	Buy	1,599 +496	+45%	+$42.7K	0.04%	161
2021 Q1	$116K	Buy	1,103 +33	+3%	+$3.65K	0.04%	148
2020 Q4	$92K	Buy	1,070 +240	+29%	+$17.1K	0.04%	148
2020 Q3	$60K	Sell	830 -1,480	-64%	-$72.6K	0.03%	169
2020 Q2	$71K	Buy	+2,310	New	+$52.9K	0.03%	165

Other funds holding PENN

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

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

HVCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's PENN Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of PENN Entertainment (PENN) in Q1 2024, closing a stake of 750 shares — an estimated $19.5K sold.

Global Wealth Management Investment Advisory first reported a position in PENN in Q2 2020 and held it in 12 quarters. The position peaked at $122K in Q2 2021. 405 funds tracked by Wall St. Rank hold PENN as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining PENN Entertainment position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 750 PENN Entertainment shares in Q1 2024, an estimated $19.5K.
Global Wealth Management Investment Advisory first reported a position in PENN Entertainment in Q2 2020 and held it in 12 quarters.
Global Wealth Management Investment Advisory's PENN Entertainment position peaked at $122K in Q2 2021.
405 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.