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Pinnacle Private Wealth’s PENN Entertainment PENN Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$265K Buy
8,727
+1,320
+18% +$44.6K 0.1% 220
2022
Q1 		$314K Sell
7,407
-195
-3% -$8.91K 0.1% 215
2021
Q4 		$394K Buy
+7,602
New +$461K 0.12% 176

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Pinnacle Private Wealth's PENN Position: Q2 2022 in Review

Pinnacle Private Wealth increased its PENN Entertainment (PENN) stake by 18% in Q2 2022, buying an estimated $44.6K and bringing the position to 8,727 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #220.

Pinnacle Private Wealth first reported a position in PENN in Q4 2021 and has held it in 3 quarters since. The position peaked at $394K in Q4 2021. 495 funds tracked by Wall St. Rank hold PENN as of Q2 2022.

  • Pinnacle Private Wealth held 8,727 shares of PENN Entertainment worth $265K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,320 PENN Entertainment shares in Q2 2022, an estimated $44.6K.
  • PENN Entertainment made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #220 holding.
  • Pinnacle Private Wealth first reported a position in PENN Entertainment in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's PENN Entertainment position peaked at $394K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.