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BDO Wealth Advisors’s Eaton ETN Stock Holding History

BDO 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
2023
Q2 		$809K Buy
4,025
+70
+2% +$12.3K 0.09% 145
2023
Q1 		$678K Sell
3,955
-97
-2% -$16.1K 0.08% 148
2022
Q4 		$636K Buy
4,052
+392
+11% +$60.1K 0.08% 158
2022
Q3 		$488K Sell
3,660
-335
-8% -$46.9K 0.06% 169
2022
Q2 		$503K Sell
3,995
-34
-0.8% -$4.76K 0.06% 172
2022
Q1 		$611K Buy
4,029
+111
+3% +$17.4K 0.07% 166
2021
Q4 		$677K Buy
3,918
+196
+5% +$32.5K 0.07% 159
2021
Q3 		$556K Buy
3,722
+220
+6% +$35.2K 0.06% 170
2021
Q2 		$519K Buy
3,502
+84
+2% +$12.1K 0.06% 182
2021
Q1 		$473K Sell
3,418
-264
-7% -$34K 0.06% 182
2020
Q4 		$442K Buy
3,682
+45
+1% +$5.08K 0.06% 153
2020
Q3 		$371K Buy
3,637
+29
+0.8% +$2.83K 0.06% 154
2020
Q2 		$316K Buy
3,608
+141
+4% +$11.6K 0.06% 167
2020
Q1 		$269K Sell
3,467
-145
-4% -$13.3K 0.05% 174
2019
Q4 		$342K Buy
3,612
+94
+3% +$8.35K 0.09% 134
2019
Q3 		$293K Buy
3,518
+337
+11% +$27.3K 0.08% 155
2019
Q2 		$265K Buy
3,181
+116
+4% +$9.39K 0.07% 160
2019
Q1 		$247K Buy
3,065
+510
+20% +$38.9K 0.07% 154
2018
Q4 		$175K Buy
2,555
+960
+60% +$71.8K 0.06% 164
2018
Q3 		$138K Buy
1,595
+184
+13% +$15.1K 0.04% 184
2018
Q2 		$105K Buy
1,411
+139
+11% +$10.8K 0.04% 212
2018
Q1 		$102K Buy
1,272
+602
+90% +$49.4K 0.04% 182
2017
Q4 		$53K Buy
670
+75
+13% +$5.83K 0.02% 208
2017
Q3 		$46K Sell
595
-30
-5% -$2.26K 0.02% 206
2017
Q2 		$49K Buy
+625
New +$47.6K 0.02% 234

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's ETN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Eaton (ETN) stake by 1.8% in Q2 2023, buying an estimated $12.3K and bringing the position to 4,025 shares worth $809K. The position accounts for 0.09% of the portfolio, ranked #145.

BDO Wealth Advisors first reported a position in ETN in Q2 2017 and has held it in 25 quarters since. 1,621 funds tracked by Wall St. Rank hold ETN as of Q2 2023.

  • BDO Wealth Advisors held 4,025 shares of Eaton worth $809K as of Q2 2023.
  • BDO Wealth Advisors bought 70 Eaton shares in Q2 2023, an estimated $12.3K.
  • Eaton made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #145 holding.
  • BDO Wealth Advisors first reported a position in Eaton in Q2 2017 and has held it in 25 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Eaton as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.