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Mount Yale Investment Advisors’s PENN Entertainment PENN Stock Holding History

Mount Yale 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
Q1 		– Sell
-3,059
Closed -$264K – 444
2020
Q4 		$264K Buy
+3,059
New +$218K 0.04% 321

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Mount Yale Investment Advisors's PENN Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of PENN Entertainment (PENN) in Q1 2021, closing a stake of 3,059 shares — an estimated $264K sold.

Mount Yale Investment Advisors first reported a position in PENN in Q4 2020 and held it in 1 quarter. The position peaked at $264K in Q4 2020. 594 funds tracked by Wall St. Rank hold PENN as of Q1 2021.

  • Mount Yale Investment Advisors reported no remaining PENN Entertainment position as of Q1 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,059 PENN Entertainment shares in Q1 2021, an estimated $264K.
  • Mount Yale Investment Advisors first reported a position in PENN Entertainment in Q4 2020 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PENN Entertainment position peaked at $264K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.