APW
ETN icon

Acima Private Wealth’s Eaton ETN Stock Holding History

Acima Private Wealth’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-89
Closed -$21.4K – 207
2023
Q4 		$21.4K Hold
89
– – 0.01% 181
2023
Q3 		$19K Hold
89
– – 0.01% 185
2023
Q2 		$17.9K Hold
89
– – 0.01% 192
2023
Q1 		$15.2K Buy
+89
New +$14.8K 0.01% 202
2020
Q4 		– Sell
-175
Closed -$18K – 239
2020
Q3 		$18K Hold
175
– – 0.01% 183
2020
Q2 		$15K Hold
175
– – 0.01% 206
2020
Q1 		$14K Hold
175
– – 0.01% 212
2019
Q4 		$17K Hold
175
– – 0.01% 229
2019
Q3 		$14K Buy
+175
New +$14.2K 0.01% 226
2019
Q1 		– Sell
-90
Closed -$6K – 276
2018
Q4 		$6K Buy
+90
New +$6.73K 0.01% 223

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Acima Private Wealth's ETN Position: Q1 2024 in Review

Acima Private Wealth sold out of Eaton (ETN) in Q1 2024, closing a stake of 89 shares — an estimated $21.4K sold.

Acima Private Wealth first reported a position in ETN in Q4 2018 and held it in 10 quarters. The position peaked at $21.4K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

  • Acima Private Wealth reported no remaining Eaton position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 89 Eaton shares in Q1 2024, an estimated $21.4K.
  • Acima Private Wealth first reported a position in Eaton in Q4 2018 and held it in 10 quarters.
  • Acima Private Wealth's Eaton position peaked at $21.4K in Q4 2023.
  • 2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.