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Partnership Wealth Management’s PENN Entertainment PENN Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-3
Closed -$57 – 147
2024
Q3 		$57 Hold
3
– – ﹤0.01% 187
2024
Q2 		$58 Hold
3
– – ﹤0.01% 210
2024
Q1 		$55 Hold
3
– – ﹤0.01% 209
2023
Q4 		$68 Buy
+3
New +$70 ﹤0.01% 209

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
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Partnership Wealth Management's PENN Position: Q4 2024 in Review

Partnership Wealth Management sold out of PENN Entertainment (PENN) in Q4 2024, closing a stake of 3 shares — an estimated $57 sold.

Partnership Wealth Management first reported a position in PENN in Q4 2023 and held it in 4 quarters. The position peaked at $68 in Q4 2023. 382 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Partnership Wealth Management reported no remaining PENN Entertainment position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 3 PENN Entertainment shares in Q4 2024, an estimated $57.
  • Partnership Wealth Management first reported a position in PENN Entertainment in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's PENN Entertainment position peaked at $68 in Q4 2023.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.