Amplius Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Amplius Wealth Advisors’s Portfolio CNP Stock Details CNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-166	Closed	-$4K	–	306
2021 Q4	$4K	Buy	+166	New	+$4.43K	﹤0.01%	738

Other funds holding CNP

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Amplius Wealth Advisors's CNP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of CenterPoint Energy (CNP) in Q1 2022, closing a stake of 166 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in CNP in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 617 funds tracked by Wall St. Rank hold CNP as of Q1 2022.

Amplius Wealth Advisors reported no remaining CenterPoint Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 166 CenterPoint Energy shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in CenterPoint Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's CenterPoint Energy position peaked at $4K in Q4 2021.
617 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.