HGWM
PENN icon

Harvest Group Wealth Management’s PENN Entertainment PENN Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-4
Closed – – 811
2020
Q3 		$0 Buy
+4
New +$196 ﹤0.01% 769
2020
Q2 		– Sell
-16
Closed – – 763
2020
Q1 		$0 Sell
16
-340
-96% -$8.54K ﹤0.01% 874
2019
Q4 		$9K Hold
356
– – 0.01% 267
2019
Q3 		$7K Hold
356
– – 0.01% 321
2019
Q2 		$6K Hold
356
– – 0.01% 322
2019
Q1 		$7K Buy
+356
New +$8.33K 0.01% 319

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

Harvest Group Wealth Management's PENN Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of PENN Entertainment (PENN) in Q4 2020, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in PENN in Q1 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 493 funds tracked by Wall St. Rank hold PENN as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining PENN Entertainment position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 PENN Entertainment shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in PENN Entertainment in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's PENN Entertainment position peaked at $9K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.