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Tiedemann Advisors’s PENN Entertainment PENN Stock Holding History

Tiedemann 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
2020
Q3 		– Sell
-8,323
Closed -$254K – 329
2020
Q2 		$254K Buy
+8,323
New +$191K 0.01% 261
2020
Q1 		– Sell
-8,323
Closed -$213K – 316
2019
Q4 		$213K Buy
+8,323
New +$185K 0.01% 284

Other funds holding PENN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiedemann Advisors's PENN Position: Q3 2020 in Review

Tiedemann Advisors sold out of PENN Entertainment (PENN) in Q3 2020, closing a stake of 8,323 shares — an estimated $254K sold.

Tiedemann Advisors first reported a position in PENN in Q4 2019 and held it in 2 quarters. The position peaked at $254K in Q2 2020. 439 funds tracked by Wall St. Rank hold PENN as of Q3 2020.

  • Tiedemann Advisors reported no remaining PENN Entertainment position as of Q3 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 8,323 PENN Entertainment shares in Q3 2020, an estimated $254K.
  • Tiedemann Advisors first reported a position in PENN Entertainment in Q4 2019 and held it in 2 quarters.
  • Tiedemann Advisors's PENN Entertainment position peaked at $254K in Q2 2020.
  • 439 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2020.

Based on Tiedemann Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.