Tower View Wealth Management’s PENN Entertainment PENN Stock Holding History

Tower View Wealth Management’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 Q4	–	Sell	-150	Closed	-$3K	–	189
2023 Q3	$3K	Hold	150	–	–	﹤0.01%	162
2023 Q2	$4K	Hold	150	–	–	﹤0.01%	165
2023 Q1	$4K	Hold	150	–	–	﹤0.01%	138
2022 Q4	$4K	Hold	150	–	–	﹤0.01%	145
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	146
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	138
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	160
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	162
2021 Q3	$11K	Buy	+150	New	+$11K	0.01%	171

Other funds holding PENN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tower View Wealth Management's PENN Position: Q4 2023 in Review

Tower View Wealth Management sold out of PENN Entertainment (PENN) in Q4 2023, closing a stake of 150 shares — an estimated $3K sold.

Tower View Wealth Management first reported a position in PENN in Q3 2021 and held it in 9 quarters. The position peaked at $11K in Q3 2021. 427 funds tracked by Wall St. Rank hold PENN as of Q4 2023.

Tower View Wealth Management reported no remaining PENN Entertainment position as of Q4 2023 after selling out during the quarter.
Tower View Wealth Management sold 150 PENN Entertainment shares in Q4 2023, an estimated $3K.
Tower View Wealth Management first reported a position in PENN Entertainment in Q3 2021 and held it in 9 quarters.
Tower View Wealth Management's PENN Entertainment position peaked at $11K in Q3 2021.
427 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2023.

Based on Tower View Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.