Artemis Wealth Advisors’s Eaton ETN Stock Holding History

Artemis Wealth Advisors’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
2020 Q4	–	Sell	-71	Closed	-$7.24K	–	83
2020 Q3	$7.24K	Buy	+71	New	+$6.94K	﹤0.01%	67

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Artemis Wealth Advisors's ETN Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Eaton (ETN) in Q4 2020, closing a stake of 71 shares — an estimated $7.24K sold.

Artemis Wealth Advisors first reported a position in ETN in Q3 2020 and held it in 1 quarter. The position peaked at $7.24K in Q3 2020. 1,228 funds tracked by Wall St. Rank hold ETN as of Q4 2020.

Artemis Wealth Advisors reported no remaining Eaton position as of Q4 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 71 Eaton shares in Q4 2020, an estimated $7.24K.
Artemis Wealth Advisors first reported a position in Eaton in Q3 2020 and held it in 1 quarter.
Artemis Wealth Advisors's Eaton position peaked at $7.24K in Q3 2020.
1,228 funds tracked by Wall St. Rank held Eaton as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.