JFS Wealth Advisors’s PENN Entertainment PENN Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$1.26K	Buy	+59	New	+$1.06K	﹤0.01%	1749
2024 Q1	–	Sell	-103	Closed	-$2.68K	–	2025
2023 Q4	$2.68K	Buy	103 +10	+11%	+$232	﹤0.01%	1310
2023 Q3	$2.13K	Buy	93 +31	+50%	+$750	﹤0.01%	1337
2023 Q2	$1.49K	Buy	62 +46	+288%	+$1.23K	﹤0.01%	1494
2023 Q1	$475	Sell	16 -77	-83%	-$2.39K	﹤0.01%	1727
2022 Q4	$2.76K	Buy	93 +6	+7%	+$195	﹤0.01%	1244
2022 Q3	$2K	Buy	87 +35	+67%	+$1.13K	﹤0.01%	1370
2022 Q2	$2K	Sell	52 -9	-15%	-$304	﹤0.01%	1366
2022 Q1	$3K	Buy	61 +35	+135%	+$1.6K	﹤0.01%	1294
2021 Q4	$1K	Sell	26 -457	-95%	-$27.7K	﹤0.01%	1505
2021 Q3	$35K	Hold	483	–	–	﹤0.01%	465
2021 Q2	$37K	Hold	483	–	–	0.01%	302
2021 Q1	$51K	Hold	483	–	–	0.01%	247
2020 Q4	$42K	Buy	+483	New	+$34.5K	0.01%	265

Other funds holding PENN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return