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Loring Wolcott & Coolidge Fiduciary Advisors’s PENN Entertainment PENN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-137
Closed -$10K – 760
2021
Q3 		$10K Hold
137
– – ﹤0.01% 590
2021
Q2 		$10K Buy
+137
New +$11.8K ﹤0.01% 633
2021
Q1 		– Sell
-137
Closed -$12K – 586
2020
Q4 		$12K Buy
+137
New +$9.78K ﹤0.01% 548

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
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PENN Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PENN Entertainment (PENN) in Q4 2021, closing a stake of 137 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PENN in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 572 funds tracked by Wall St. Rank hold PENN as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PENN Entertainment position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 137 PENN Entertainment shares in Q4 2021, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PENN Entertainment in Q4 2020 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PENN Entertainment position peaked at $12K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.