OWA
PENN icon

One Wealth Advisors’s PENN Entertainment PENN Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-170
Closed -$3K – 379
2019
Q1 		$3K Buy
+170
New +$3.98K ﹤0.01% 443
2018
Q4 		– Sell
-166
Closed -$5K – 373
2018
Q3 		$5K Buy
166
+90
+118% +$3K ﹤0.01% 402
2018
Q2 		$3K Buy
+76
New +$2.37K ﹤0.01% 477

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's PENN Position: Q2 2019 in Review

One Wealth Advisors sold out of PENN Entertainment (PENN) in Q2 2019, closing a stake of 170 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in PENN in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 229 funds tracked by Wall St. Rank hold PENN as of Q2 2019.

  • One Wealth Advisors reported no remaining PENN Entertainment position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 170 PENN Entertainment shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in PENN Entertainment in Q2 2018 and held it in 3 quarters.
  • One Wealth Advisors's PENN Entertainment position peaked at $5K in Q3 2018.
  • 229 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.