WAM
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Wealthspire Advisors (Maryland)’s PENN Entertainment PENN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-110
Closed -$2K – 1600
2019
Q1 		$2K Buy
110
+68
+162% +$1.59K ﹤0.01% 2184
2018
Q4 		$1K Sell
42
-139
-77% -$3.3K ﹤0.01% 2308
2018
Q3 		$6K Sell
181
-39
-18% -$1.3K ﹤0.01% 1742
2018
Q2 		$7K Buy
220
+96
+77% +$3K ﹤0.01% 1673
2018
Q1 		$3K Hold
124
– – ﹤0.01% 2045
2017
Q4 		$4K Buy
124
+72
+138% +$1.94K ﹤0.01% 1915
2017
Q3 		$1K Buy
52
+30
+136% +$643 ﹤0.01% 2127
2017
Q2 		$0 Hold
22
– – ﹤0.01% 2259
2017
Q1 		$0 Buy
+22
New +$323 ﹤0.01% 2000

Other funds holding PENN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return