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Tyler-Stone Wealth Management’s PENN Entertainment PENN Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-1,427
Closed -$27.6K – 763
2024
Q2 		$27.6K Sell
1,427
-444
-24% -$7.54K 0.01% 467
2024
Q1 		$34.1K Hold
1,871
– – 0.02% 429
2023
Q4 		$48.7K Sell
1,871
-100
-5% -$2.32K 0.02% 359
2023
Q3 		$45K Buy
1,971
+500
+34% +$12.1K 0.03% 355
2023
Q2 		$35K Buy
+1,471
New +$39.2K 0.02% 392
2022
Q4 		$44K Hold
1,471
– – 0.03% 343
2022
Q3 		$40K Sell
1,471
-4,100
-74% -$132K 0.03% 333
2022
Q2 		$169K Sell
5,571
-367
-6% -$12.4K 0.11% 164
2022
Q1 		$252K Buy
5,938
+100
+2% +$4.57K 0.14% 145
2021
Q4 		$303K Buy
+5,838
New +$354K 0.16% 130

Other funds holding PENN

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
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return