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TFO Wealth Partners’s PENN Entertainment PENN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$55 – 569
2024
Q1 		$55 Hold
3
– – ﹤0.01% 709
2023
Q4 		$78 Hold
3
– – ﹤0.01% 827
2023
Q3 		$72 Hold
3
– – ﹤0.01% 1018
2023
Q2 		$72 Hold
3
– – ﹤0.01% 724
2023
Q1 		$89 Sell
3
-1
-25% -$31 ﹤0.01% 678
2022
Q4 		$106 Buy
+4
New +$130 ﹤0.01% 763

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

TFO Wealth Partners's PENN Position: Q2 2024 in Review

TFO Wealth Partners sold out of PENN Entertainment (PENN) in Q2 2024, closing a stake of 3 shares — an estimated $55 sold.

TFO Wealth Partners first reported a position in PENN in Q4 2022 and held it in 6 quarters. The position peaked at $106 in Q4 2022. 382 funds tracked by Wall St. Rank hold PENN as of Q2 2024.

  • TFO Wealth Partners reported no remaining PENN Entertainment position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 PENN Entertainment shares in Q2 2024, an estimated $55.
  • TFO Wealth Partners first reported a position in PENN Entertainment in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's PENN Entertainment position peaked at $106 in Q4 2022.
  • 382 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.