Arkadios Wealth Advisors’s ENI E Stock Holding History

Arkadios Wealth Advisors’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,045	Closed	-$217K	–	942
2024 Q2	$217K	Buy	7,045 +163	+2%	+$5.17K	0.01%	742
2024 Q1	$218K	Buy	+6,882	New	+$218K	0.02%	633

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's E Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of ENI (E) in Q3 2024, closing a stake of 7,045 shares — an estimated $217K sold.

Arkadios Wealth Advisors first reported a position in E in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 210 funds tracked by Wall St. Rank hold E as of Q3 2024.

Arkadios Wealth Advisors reported no remaining ENI position as of Q3 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 7,045 ENI shares in Q3 2024, an estimated $217K.
Arkadios Wealth Advisors first reported a position in ENI in Q1 2024 and held it in 2 quarters.
Arkadios Wealth Advisors's ENI position peaked at $218K in Q1 2024.
210 funds tracked by Wall St. Rank held ENI as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.