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Wilbanks Smith & Thomas Asset Management’s PENN Entertainment PENN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$315K Buy
+17,300
New +$357K 0.01% 428
2018
Q4 		– Sell
-55
Closed -$2K – 1037
2018
Q3 		$2K Buy
+55
New +$1.83K ﹤0.01% 1425

Other funds holding PENN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PENN Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in PENN Entertainment (PENN) in Q1 2024: 17,300 shares worth $315K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Wilbanks Smith & Thomas Asset Management previously reported a position in PENN as recently as Q3 2018.

Wilbanks Smith & Thomas Asset Management first reported a position in PENN in Q3 2018 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold PENN as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 17,300 shares of PENN Entertainment worth $315K as of Q1 2024.
  • PENN Entertainment was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • PENN Entertainment made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #428 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in PENN Entertainment in Q3 2018 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.