IAG Wealth Partners’s PENN Entertainment PENN Stock Holding History

IAG 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
2024 Q3	–	Sell	-100	Closed	-$1.94K	–	521
2024 Q2	$1.94K	Hold	100	–	–	﹤0.01%	452
2024 Q1	$1.82K	Hold	100	–	–	﹤0.01%	405
2023 Q4	$2.6K	Hold	100	–	–	﹤0.01%	384
2023 Q3	$2.29K	Hold	100	–	–	﹤0.01%	394
2023 Q2	$2.4K	Hold	100	–	–	﹤0.01%	402
2023 Q1	$2.97K	Hold	100	–	–	﹤0.01%	406
2022 Q4	$2.97K	Hold	100	–	–	﹤0.01%	386
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	387
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	376
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	373
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	348
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	289
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	287
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	254
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	256
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	251
2020 Q2	$4K	Buy	+100	New	+$2.29K	﹤0.01%	300

Other funds holding PENN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAG Wealth Partners's PENN Position: Q3 2024 in Review

IAG Wealth Partners sold out of PENN Entertainment (PENN) in Q3 2024, closing a stake of 100 shares — an estimated $1.94K sold.

IAG Wealth Partners first reported a position in PENN in Q2 2020 and held it in 17 quarters. The position peaked at $11K in Q1 2021. 394 funds tracked by Wall St. Rank hold PENN as of Q3 2024.

IAG Wealth Partners reported no remaining PENN Entertainment position as of Q3 2024 after selling out during the quarter.
IAG Wealth Partners sold 100 PENN Entertainment shares in Q3 2024, an estimated $1.94K.
IAG Wealth Partners first reported a position in PENN Entertainment in Q2 2020 and held it in 17 quarters.
IAG Wealth Partners's PENN Entertainment position peaked at $11K in Q1 2021.
394 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.