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Hibernia Wealth Partners’s PENN Entertainment PENN Stock Holding History

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-42
Closed -$964 – 253
2023
Q3 		$964 Buy
+42
New +$1.02K ﹤0.01% 292

Other funds holding PENN

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
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hibernia Wealth Partners's PENN Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of PENN Entertainment (PENN) in Q4 2023, closing a stake of 42 shares — an estimated $964 sold.

Hibernia Wealth Partners first reported a position in PENN in Q3 2023 and held it in 1 quarter. The position peaked at $964 in Q3 2023. 427 funds tracked by Wall St. Rank hold PENN as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining PENN Entertainment position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 42 PENN Entertainment shares in Q4 2023, an estimated $964.
  • Hibernia Wealth Partners first reported a position in PENN Entertainment in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's PENN Entertainment position peaked at $964 in Q3 2023.
  • 427 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.