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Jamison Private Wealth Management’s PENN Entertainment PENN Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-35
Closed -$661 – 385
2024
Q3 		$661 Buy
+35
New +$667 ﹤0.01% 433

Other funds holding PENN

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BlackRock New York $6.73T AUM 46.02% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Nomura Holdings
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Jamison Private Wealth Management's PENN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of PENN Entertainment (PENN) in Q4 2024, closing a stake of 35 shares — an estimated $661 sold.

Jamison Private Wealth Management first reported a position in PENN in Q3 2024 and held it in 1 quarter. The position peaked at $661 in Q3 2024. 382 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining PENN Entertainment position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 35 PENN Entertainment shares in Q4 2024, an estimated $661.
  • Jamison Private Wealth Management first reported a position in PENN Entertainment in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's PENN Entertainment position peaked at $661 in Q3 2024.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.