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Ahrens Investment Partners’s Eaton ETN Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$20.9K Buy
+122
New +$20.3K 0.01% 462
2022
Q3 		– Sell
-258
Closed -$33K – 397
2022
Q2 		$33K Buy
258
+1
+0.4% +$140 0.01% 407
2022
Q1 		$39K Buy
257
+166
+182% +$26K 0.01% 444
2021
Q4 		$16K Buy
+91
New +$15.1K 0.01% 625

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Massachusetts Financial Services
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ahrens Investment Partners's ETN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Eaton (ETN) in Q1 2023: 122 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ETN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ETN in Q4 2021 and has held it in 4 quarters since. The position peaked at $39K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

  • Ahrens Investment Partners held 122 shares of Eaton worth $20.9K as of Q1 2023.
  • Eaton was a new Ahrens Investment Partners position in Q1 2023.
  • Eaton made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #462 holding.
  • Ahrens Investment Partners first reported a position in Eaton in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Eaton position peaked at $39K in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.