Baron Wealth Management’s Eaton ETN Stock Holding History

Baron Wealth Management’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
2023 Q2	–	Sell	-1,683	Closed	-$288K	–	150
2023 Q1	$288K	Sell	1,683 -52	-3%	-$8.66K	0.2%	89
2022 Q4	$272K	Buy	+1,735	New	+$266K	0.21%	92

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baron Wealth Management's ETN Position: Q2 2023 in Review

Baron Wealth Management sold out of Eaton (ETN) in Q2 2023, closing a stake of 1,683 shares — an estimated $288K sold.

Baron Wealth Management first reported a position in ETN in Q4 2022 and held it in 2 quarters. The position peaked at $288K in Q1 2023. 1,621 funds tracked by Wall St. Rank hold ETN as of Q2 2023.

Baron Wealth Management reported no remaining Eaton position as of Q2 2023 after selling out during the quarter.
Baron Wealth Management sold 1,683 Eaton shares in Q2 2023, an estimated $288K.
Baron Wealth Management first reported a position in Eaton in Q4 2022 and held it in 2 quarters.
Baron Wealth Management's Eaton position peaked at $288K in Q1 2023.
1,621 funds tracked by Wall St. Rank held Eaton as of Q2 2023.

Based on Baron Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.