Laurel Wealth Advisors (North Carolina)’s PENN Entertainment PENN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-46	Closed	-$679	–	502
2025 Q4	$679	Buy	+46	New	+$718	﹤0.01%	656
2025 Q2	–	Sell	-46	Closed	-$751	–	527
2025 Q1	$751	Hold	46	–	–	﹤0.01%	653
2024 Q4	$912	Hold	46	–	–	﹤0.01%	674
2024 Q3	$868	Buy	46 +37	+411%	+$705	﹤0.01%	639
2024 Q2	$175	Hold	9	–	–	﹤0.01%	631
2024 Q1	$164	Hold	9	–	–	﹤0.01%	622
2023 Q4	$235	Hold	9	–	–	﹤0.01%	557
2023 Q3	$207	Sell	9 -50	-85%	-$1.21K	﹤0.01%	570
2023 Q2	$1.42K	Hold	59	–	–	﹤0.01%	527
2023 Q1	$1.75K	Sell	59 -5	-8%	-$155	﹤0.01%	524
2022 Q4	$1.9K	Hold	64	–	–	﹤0.01%	488
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	487
2022 Q2	$2K	Buy	64 +5	+8%	+$169	﹤0.01%	543
2022 Q1	$3K	Hold	59	–	–	﹤0.01%	554
2021 Q4	$3K	Hold	59	–	–	﹤0.01%	547
2021 Q3	$4K	Hold	59	–	–	﹤0.01%	515
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	550
2021 Q1	$6K	Buy	59 +9	+18%	+$997	﹤0.01%	477
2020 Q4	$4K	Buy	+50	New	+$3.57K	﹤0.01%	501

Other funds holding PENN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HPC

Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PENN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of PENN Entertainment (PENN) in Q1 2026, closing a stake of 46 shares — an estimated $679 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PENN in Q4 2020 and held it in 19 quarters. The position peaked at $6K in Q1 2021. 371 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining PENN Entertainment position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 46 PENN Entertainment shares in Q1 2026, an estimated $679.
Laurel Wealth Advisors (North Carolina) first reported a position in PENN Entertainment in Q4 2020 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s PENN Entertainment position peaked at $6K in Q1 2021.
371 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.