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Jupiter Wealth Management’s PENN Entertainment PENN Stock Holding History

Jupiter 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
2021
Q2 		– Sell
-3,000
Closed -$273K – 93
2021
Q1 		$273K Sell
3,000
-2,000
-40% -$222K 0.14% 76
2020
Q4 		$432K Buy
5,000
+2,500
+100% +$178K 0.26% 53
2020
Q3 		$182K Buy
+2,500
New +$123K 0.13% 61

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Jupiter Wealth Management's PENN Position: Q2 2021 in Review

Jupiter Wealth Management sold out of PENN Entertainment (PENN) in Q2 2021, closing a stake of 3,000 shares — an estimated $273K sold.

Jupiter Wealth Management first reported a position in PENN in Q3 2020 and held it in 3 quarters. The position peaked at $432K in Q4 2020. 582 funds tracked by Wall St. Rank hold PENN as of Q2 2021.

  • Jupiter Wealth Management reported no remaining PENN Entertainment position as of Q2 2021 after selling out during the quarter.
  • Jupiter Wealth Management sold 3,000 PENN Entertainment shares in Q2 2021, an estimated $273K.
  • Jupiter Wealth Management first reported a position in PENN Entertainment in Q3 2020 and held it in 3 quarters.
  • Jupiter Wealth Management's PENN Entertainment position peaked at $432K in Q4 2020.
  • 582 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2021.

Based on Jupiter Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.