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

Private 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
Q2 		– Sell
-33
Closed -$539 – 1575
2025
Q1 		$539 Hold
33
– – ﹤0.01% 1390
2024
Q4 		$655 Hold
33
– – ﹤0.01% 1393
2024
Q3 		$623 Hold
33
– – ﹤0.01% 1388
2024
Q2 		$639 Sell
33
-72
-69% -$1.22K ﹤0.01% 1388
2024
Q1 		$1.91K Sell
105
-182
-63% -$3.76K ﹤0.01% 993
2023
Q4 		$7.47K Buy
+287
New +$6.66K ﹤0.01% 479

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
DCM
DME Capital Management New York $3.91B AUM 36.1% 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
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
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Wealth Management Group's PENN Position: Q2 2025 in Review

Private Wealth Management Group sold out of PENN Entertainment (PENN) in Q2 2025, closing a stake of 33 shares — an estimated $539 sold.

Private Wealth Management Group first reported a position in PENN in Q4 2023 and held it in 6 quarters. The position peaked at $7.47K in Q4 2023. 361 funds tracked by Wall St. Rank hold PENN as of Q2 2025.

  • Private Wealth Management Group reported no remaining PENN Entertainment position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 33 PENN Entertainment shares in Q2 2025, an estimated $539.
  • Private Wealth Management Group first reported a position in PENN Entertainment in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's PENN Entertainment position peaked at $7.47K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.