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WR Wealth Planners’s PENN Entertainment PENN Stock Holding History

WR Wealth Planners’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
Q4 		$3.49K Sell
176
-59
-25% -$1.16K ﹤0.01% 756
2024
Q3 		$4.43K Hold
235
– – ﹤0.01% 767
2024
Q2 		$4.55K Sell
235
-3
-1% -$51 ﹤0.01% 736
2024
Q1 		$4.33K Buy
+238
New +$4.91K ﹤0.01% 747
2023
Q4 		– Sell
-246
Closed -$5.65K – 656
2023
Q3 		$5.65K Buy
246
+8
+3% +$194 ﹤0.01% 665
2023
Q2 		$5.72K Sell
238
-68
-22% -$1.81K ﹤0.01% 660
2023
Q1 		$9.08K Buy
306
+108
+55% +$3.35K ﹤0.01% 579
2022
Q4 		$5.88K Sell
198
-13
-6% -$422 ﹤0.01% 314
2022
Q3 		$5.8K Sell
211
-171
-45% -$5.52K ﹤0.01% 303
2022
Q2 		$11.6K Sell
382
-27
-7% -$912 0.01% 270
2022
Q1 		$17.4K Buy
+409
New +$18.7K 0.01% 243

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

WR Wealth Planners's PENN Position: Q4 2024 in Review

WR Wealth Planners reduced its PENN Entertainment (PENN) stake by 25% in Q4 2024, selling an estimated $1.16K and leaving 176 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

WR Wealth Planners first reported a position in PENN in Q1 2022 and has held it in 11 quarters since. The position peaked at $17.4K in Q1 2022. 381 funds tracked by Wall St. Rank hold PENN as of Q4 2024.

  • WR Wealth Planners held 176 shares of PENN Entertainment worth $3.49K as of Q4 2024.
  • WR Wealth Planners sold 59 PENN Entertainment shares in Q4 2024, an estimated $1.16K.
  • PENN Entertainment made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #756 holding.
  • WR Wealth Planners first reported a position in PENN Entertainment in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's PENN Entertainment position peaked at $17.4K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.