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Regal Investment Advisors’s PENN Entertainment PENN Stock Holding History

Regal Investment 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
2022
Q1 		– Sell
-6,049
Closed -$314K – 561
2021
Q4 		$314K Buy
6,049
+380
+7% +$23K 0.03% 420
2021
Q3 		$411K Buy
5,669
+122
+2% +$8.97K 0.04% 359
2021
Q2 		$424K Buy
+5,547
New +$478K 0.04% 354
2021
Q1 		– Sell
-5,739
Closed -$496K – 309
2020
Q4 		$496K Buy
+5,739
New +$410K 0.06% 288

Other funds holding PENN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Regal Investment Advisors's PENN Position: Q1 2022 in Review

Regal Investment Advisors sold out of PENN Entertainment (PENN) in Q1 2022, closing a stake of 6,049 shares — an estimated $314K sold.

Regal Investment Advisors first reported a position in PENN in Q4 2020 and held it in 4 quarters. The position peaked at $496K in Q4 2020. 552 funds tracked by Wall St. Rank hold PENN as of Q1 2022.

  • Regal Investment Advisors reported no remaining PENN Entertainment position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 6,049 PENN Entertainment shares in Q1 2022, an estimated $314K.
  • Regal Investment Advisors first reported a position in PENN Entertainment in Q4 2020 and held it in 4 quarters.
  • Regal Investment Advisors's PENN Entertainment position peaked at $496K in Q4 2020.
  • 552 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.