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LBMC Investment Advisors’s PENN Entertainment PENN Stock Holding History

LBMC Investment 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
2021
Q3 		– Sell
-4,162
Closed -$318K – 167
2021
Q2 		$318K Hold
4,162
– – 0.03% 122
2021
Q1 		$436K Buy
4,162
+5
+0.1% +$554 0.05% 86
2020
Q4 		$359K Hold
4,157
– – 0.04% 88
2020
Q3 		$302K Buy
+4,157
New +$204K 0.04% 88

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LBMC Investment Advisors's PENN Position: Q3 2021 in Review

LBMC Investment Advisors sold out of PENN Entertainment (PENN) in Q3 2021, closing a stake of 4,162 shares — an estimated $318K sold.

LBMC Investment Advisors first reported a position in PENN in Q3 2020 and held it in 4 quarters. The position peaked at $436K in Q1 2021. 600 funds tracked by Wall St. Rank hold PENN as of Q3 2021.

  • LBMC Investment Advisors reported no remaining PENN Entertainment position as of Q3 2021 after selling out during the quarter.
  • LBMC Investment Advisors sold 4,162 PENN Entertainment shares in Q3 2021, an estimated $318K.
  • LBMC Investment Advisors first reported a position in PENN Entertainment in Q3 2020 and held it in 4 quarters.
  • LBMC Investment Advisors's PENN Entertainment position peaked at $436K in Q1 2021.
  • 600 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2021.

Based on LBMC Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.