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Sutton Wealth Advisors’s PENN Entertainment PENN Stock Holding History

Sutton Wealth 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
2023
Q3 		$1.7K Hold
74
– – ﹤0.01% 744
2023
Q2 		$1.78K Hold
74
– – ﹤0.01% 714
2023
Q1 		$2.19K Sell
74
-9
-11% -$279 ﹤0.01% 633
2022
Q4 		$2.46K Sell
83
-101
-55% -$3.28K ﹤0.01% 1189
2022
Q3 		$5.06K Buy
184
+106
+136% +$3.42K ﹤0.01% 1069
2022
Q2 		$2.37K Sell
78
-61
-44% -$2.06K ﹤0.01% 1161
2022
Q1 		$5.9K Buy
139
+43
+45% +$1.97K ﹤0.01% 1064
2021
Q4 		$4.98K Buy
96
+85
+773% +$5.15K ﹤0.01% 1073
2021
Q3 		$797 Buy
11
+2
+22% +$147 ﹤0.01% 1258
2021
Q2 		$688 Sell
9
-22
-71% -$1.9K ﹤0.01% 1253
2021
Q1 		$3.25K Buy
+31
New +$3.43K ﹤0.01% 1071
2020
Q3 		– Sell
-15
Closed -$458 – 1241
2020
Q2 		$458 Buy
+15
New +$344 ﹤0.01% 1171
2018
Q4 		– Sell
-1,125
Closed -$37K – 1176
2018
Q3 		$37K Hold
1,125
– – 0.02% 368
2018
Q2 		$37.8K Hold
1,125
– – 0.03% 365
2018
Q1 		$29.5K Hold
1,125
– – 0.02% 427
2017
Q4 		$35.2K Hold
1,125
– – 0.03% 365
2017
Q3 		$26.3K Hold
1,125
– – 0.02% 451
2017
Q2 		$24.1K Hold
1,125
– – 0.02% 463
2017
Q1 		$20.7K Buy
+1,125
New +$16.5K 0.02% 506

Other funds holding PENN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Sutton Wealth Advisors's PENN Position: Q3 2023 in Review

Sutton Wealth Advisors held its PENN Entertainment (PENN) position steady in Q3 2023 at 74 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Sutton Wealth Advisors first reported a position in PENN in Q1 2017 and has held it in 19 quarters since. The position peaked at $37.8K in Q2 2018. 391 funds tracked by Wall St. Rank hold PENN as of Q3 2023.

  • Sutton Wealth Advisors held 74 shares of PENN Entertainment worth $1.7K as of Q3 2023.
  • Sutton Wealth Advisors left its PENN Entertainment share count unchanged in Q3 2023.
  • PENN Entertainment made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #744 holding.
  • Sutton Wealth Advisors first reported a position in PENN Entertainment in Q1 2017 and has held it in 19 quarters since.
  • Sutton Wealth Advisors's PENN Entertainment position peaked at $37.8K in Q2 2018.
  • 391 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.