Amplius Wealth Advisors’s Entergy ETR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-118	Closed	-$6K	–	405
2021 Q4	$6K	Buy	+118	New	+$6.2K	﹤0.01%	681

Other funds holding ETR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Entergy (ETR) in Q1 2022, closing a stake of 118 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in ETR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 687 funds tracked by Wall St. Rank hold ETR as of Q1 2022.

Amplius Wealth Advisors reported no remaining Entergy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 118 Entergy shares in Q1 2022, an estimated $6K.
Amplius Wealth Advisors first reported a position in Entergy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Entergy position peaked at $6K in Q4 2021.
687 funds tracked by Wall St. Rank held Entergy as of Q1 2022.

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