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WealthPLAN Partners’s PENN Entertainment PENN Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,701
Closed -$40.9K – 894
2023
Q2 		$40.9K Sell
1,701
-1,315
-44% -$35K 0.01% 547
2023
Q1 		$89.5K Buy
+3,016
New +$93.5K 0.01% 448
2022
Q1 		– Sell
-4,733
Closed -$216K – 398
2021
Q4 		$216K Buy
4,733
+221
+5% +$13.4K 0.01% 357
2021
Q3 		$232K Buy
4,512
+742
+20% +$54.5K 0.02% 347
2021
Q2 		$269K Buy
3,770
+1,194
+46% +$103K 0.02% 306
2021
Q1 		$231K Buy
2,576
+342
+15% +$37.9K 0.02% 298
2020
Q4 		$264K Buy
+2,234
New +$159K 0.02% 285

Other funds holding PENN

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WealthPLAN Partners's PENN Position: Q3 2023 in Review

WealthPLAN Partners sold out of PENN Entertainment (PENN) in Q3 2023, closing a stake of 1,701 shares — an estimated $40.9K sold.

WealthPLAN Partners first reported a position in PENN in Q4 2020 and held it in 7 quarters. The position peaked at $269K in Q2 2021. 391 funds tracked by Wall St. Rank hold PENN as of Q3 2023.

  • WealthPLAN Partners reported no remaining PENN Entertainment position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,701 PENN Entertainment shares in Q3 2023, an estimated $40.9K.
  • WealthPLAN Partners first reported a position in PENN Entertainment in Q4 2020 and held it in 7 quarters.
  • WealthPLAN Partners's PENN Entertainment position peaked at $269K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.