U.S. Capital Wealth Advisors’s PENN Entertainment PENN Stock Holding History

U.S. Capital 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 Q1	–	Sell	-690	Closed	-$20.5K	–	1265
2022 Q4	$20.5K	Buy	+690	New	+$22.4K	﹤0.01%	1101
2021 Q4	–	Sell	-4,300	Closed	-$312K	–	750
2021 Q3	$312K	Buy	+4,300	New	+$316K	0.01%	604

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

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

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's PENN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of PENN Entertainment (PENN) in Q1 2023, closing a stake of 690 shares — an estimated $20.5K sold.

U.S. Capital Wealth Advisors first reported a position in PENN in Q3 2021 and held it in 2 quarters. The position peaked at $312K in Q3 2021. 434 funds tracked by Wall St. Rank hold PENN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining PENN Entertainment position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 690 PENN Entertainment shares in Q1 2023, an estimated $20.5K.
U.S. Capital Wealth Advisors first reported a position in PENN Entertainment in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's PENN Entertainment position peaked at $312K in Q3 2021.
434 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.