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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 – 1568
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% 2254
2017
Q1 		$0 Buy
+22
New +$323 ﹤0.01% 1994

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PENN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PENN Entertainment (PENN) in Q2 2019, closing a stake of 110 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PENN in Q1 2017 and held it in 9 quarters. The position peaked at $7K in Q2 2018. 229 funds tracked by Wall St. Rank hold PENN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PENN Entertainment position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 110 PENN Entertainment shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in PENN Entertainment in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s PENN Entertainment position peaked at $7K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.