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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 $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return