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Prestige Wealth Management Group’s PENN Entertainment PENN Stock Holding History

Prestige Wealth Management Group’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
2025
Q1 		– Sell
-112
Closed -$2.22K – 1050
2024
Q4 		$2.22K Hold
112
– – ﹤0.01% 763
2024
Q3 		$2.11K Hold
112
– – ﹤0.01% 756
2024
Q2 		$2.17K Sell
112
-60
-35% -$1.02K ﹤0.01% 702
2024
Q1 		$3.13K Buy
172
+145
+537% +$2.99K ﹤0.01% 672
2023
Q4 		$703 Hold
27
– – ﹤0.01% 899
2023
Q3 		$620 Hold
27
– – ﹤0.01% 936
2023
Q2 		$649 Sell
27
-47
-64% -$1.25K ﹤0.01% 955
2023
Q1 		$2.2K Buy
74
+47
+174% +$1.46K ﹤0.01% 730
2022
Q4 		$802 Hold
27
– – ﹤0.01% 1009
2022
Q3 		$1K Sell
27
-54
-67% -$1.74K ﹤0.01% 895
2022
Q2 		$3K Buy
81
+31
+62% +$1.05K ﹤0.01% 704
2022
Q1 		$2K Buy
50
+21
+72% +$960 ﹤0.01% 794
2021
Q4 		$2K Sell
29
-19
-40% -$1.15K ﹤0.01% 819
2021
Q3 		$3K Hold
48
– – ﹤0.01% 748
2021
Q2 		$4K Sell
48
-24
-33% -$2.07K ﹤0.01% 689
2021
Q1 		$8K Buy
72
+8
+13% +$886 ﹤0.01% 530
2020
Q4 		$6K Buy
+64
New +$4.57K ﹤0.01% 548

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
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return

Prestige Wealth Management Group's PENN Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of PENN Entertainment (PENN) in Q1 2025, closing a stake of 112 shares — an estimated $2.22K sold.

Prestige Wealth Management Group first reported a position in PENN in Q4 2020 and held it in 17 quarters. The position peaked at $8K in Q1 2021. 390 funds tracked by Wall St. Rank hold PENN as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining PENN Entertainment position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 112 PENN Entertainment shares in Q1 2025, an estimated $2.22K.
  • Prestige Wealth Management Group first reported a position in PENN Entertainment in Q4 2020 and held it in 17 quarters.
  • Prestige Wealth Management Group's PENN Entertainment position peaked at $8K in Q1 2021.
  • 390 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.