Altavista Wealth Management’s Eaton ETN Stock Holding History

Altavista Wealth Management’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
2021 Q4	$622K	Sell	3,598 -30	-0.8%	-$4.97K	0.13%	114
2021 Q3	$542K	Sell	3,628 -119	-3%	-$19K	0.12%	113
2021 Q2	$555K	Sell	3,747 -161	-4%	-$23.2K	0.12%	114
2021 Q1	$540K	Sell	3,908 -61	-2%	-$7.86K	0.13%	108
2020 Q4	$477K	Sell	3,969 -59	-1%	-$6.67K	0.12%	114
2020 Q3	$411K	Sell	4,028 -807	-17%	-$78.9K	0.11%	113
2020 Q2	$423K	Buy	4,835 +1,368	+39%	+$113K	0.12%	108
2020 Q1	$269K	Buy	3,467 +115	+3%	+$10.5K	0.09%	133
2019 Q4	$318K	Buy	3,352 +400	+14%	+$35.5K	0.09%	136
2019 Q3	$245K	Buy	2,952 +230	+8%	+$18.6K	0.08%	147
2019 Q2	$227K	Buy	+2,722	New	+$220K	0.07%	150

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altavista Wealth Management's ETN Position: Q4 2021 in Review

Altavista Wealth Management reduced its Eaton (ETN) stake by 0.83% in Q4 2021, selling an estimated $4.97K and leaving 3,598 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #114.

Altavista Wealth Management first reported a position in ETN in Q2 2019 and has held it in 11 quarters since. 1,452 funds tracked by Wall St. Rank hold ETN as of Q4 2021.

Altavista Wealth Management held 3,598 shares of Eaton worth $622K as of Q4 2021.
Altavista Wealth Management sold 30 Eaton shares in Q4 2021, an estimated $4.97K.
Eaton made up 0.13% of Altavista Wealth Management's portfolio in Q4 2021, its #114 holding.
Altavista Wealth Management first reported a position in Eaton in Q2 2019 and has held it in 11 quarters since.
1,452 funds tracked by Wall St. Rank held Eaton as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.