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Rise Advisors’s PENN Entertainment PENN Stock Holding History

Rise 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
2024
Q4 		– Sell
-25
Closed -$472 – 1188
2024
Q3 		$472 Hold
25
– – ﹤0.01% 1194
2024
Q2 		$484 Hold
25
– – ﹤0.01% 1194
2024
Q1 		$455 Hold
25
– – ﹤0.01% 1219
2023
Q4 		$651 Hold
25
– – ﹤0.01% 549
2023
Q3 		$574 Hold
25
– – ﹤0.01% 573
2023
Q2 		$601 Hold
25
– – ﹤0.01% 607
2023
Q1 		$742 Sell
25
-25
-50% -$775 ﹤0.01% 694
2022
Q4 		$1.49K Hold
50
– – ﹤0.01% 605
2022
Q3 		$1K Hold
50
– – ﹤0.01% 658
2022
Q2 		$2K Hold
50
– – ﹤0.01% 575
2022
Q1 		$2K Hold
50
– – ﹤0.01% 549
2021
Q4 		$2.59K Buy
+50
New +$3.03K ﹤0.01% 499

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

Rise Advisors's PENN Position: Q4 2024 in Review

Rise Advisors sold out of PENN Entertainment (PENN) in Q4 2024, closing a stake of 25 shares — an estimated $472 sold.

Rise Advisors first reported a position in PENN in Q4 2021 and held it in 12 quarters. The position peaked at $2.59K in Q4 2021. 382 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • Rise Advisors reported no remaining PENN Entertainment position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 25 PENN Entertainment shares in Q4 2024, an estimated $472.
  • Rise Advisors first reported a position in PENN Entertainment in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's PENN Entertainment position peaked at $2.59K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.