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Impact Partnership Wealth’s PENN Entertainment PENN Stock Holding History

Impact Partnership Wealth’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
-325
Closed -$7.46K – 1030
2023
Q3 		$7.46K Hold
325
– – ﹤0.01% 636
2023
Q2 		$7.81K Buy
+325
New +$8.66K ﹤0.01% 444

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

Impact Partnership Wealth's PENN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of PENN Entertainment (PENN) in Q4 2023, closing a stake of 325 shares — an estimated $7.46K sold.

Impact Partnership Wealth first reported a position in PENN in Q2 2023 and held it in 2 quarters. The position peaked at $7.81K in Q2 2023. 427 funds tracked by Wall St. Rank hold PENN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining PENN Entertainment position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 325 PENN Entertainment shares in Q4 2023, an estimated $7.46K.
  • Impact Partnership Wealth first reported a position in PENN Entertainment in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's PENN Entertainment position peaked at $7.81K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.