Bard Financial Services’s Eaton ETN Stock Holding History

Bard Financial Services’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
2024 Q4	–	Sell	-770	Closed	-$255K	–	210
2024 Q3	$255K	Buy	+770	New	+$235K	0.03%	182

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bard Financial Services's ETN Position: Q4 2024 in Review

Bard Financial Services sold out of Eaton (ETN) in Q4 2024, closing a stake of 770 shares — an estimated $255K sold.

Bard Financial Services first reported a position in ETN in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 2,280 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

Bard Financial Services reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
Bard Financial Services sold 770 Eaton shares in Q4 2024, an estimated $255K.
Bard Financial Services first reported a position in Eaton in Q3 2024 and held it in 1 quarter.
Bard Financial Services's Eaton position peaked at $255K in Q3 2024.
2,280 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Bard Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.