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Sowell Financial Services’s PENN Entertainment PENN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,812
Closed -$236K – 2080
2021
Q1 		$236K Buy
2,812
+1,882
+202% +$208K 0.01% 961
2020
Q4 		$80K Sell
930
-184
-17% -$13.1K ﹤0.01% 1236
2020
Q3 		$81K Sell
1,114
-1,412
-56% -$69.3K ﹤0.01% 1054
2020
Q2 		$77K Buy
2,526
+2,042
+422% +$46.8K ﹤0.01% 1048
2020
Q1 		$6K Sell
484
-156
-24% -$3.92K ﹤0.01% 1772
2019
Q4 		$16K Buy
640
+180
+39% +$4K ﹤0.01% 1516
2019
Q3 		$9K Buy
+460
New +$8.71K ﹤0.01% 1573

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Sowell Financial Services's PENN Position: Q2 2021 in Review

Sowell Financial Services sold out of PENN Entertainment (PENN) in Q2 2021, closing a stake of 2,812 shares — an estimated $236K sold.

Sowell Financial Services first reported a position in PENN in Q3 2019 and held it in 7 quarters. The position peaked at $236K in Q1 2021. 583 funds tracked by Wall St. Rank hold PENN as of Q2 2021.

  • Sowell Financial Services reported no remaining PENN Entertainment position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,812 PENN Entertainment shares in Q2 2021, an estimated $236K.
  • Sowell Financial Services first reported a position in PENN Entertainment in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's PENN Entertainment position peaked at $236K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.