BDO Wealth Advisors’s Entergy ETR Stock Holding History

BDO Wealth Advisors’s Portfolio ETR Stock Details ETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$14.4K	Buy	+296	New	+$15.3K	﹤0.01%	651
2021 Q3	–	Sell	-26	Closed	-$1K	–	1069
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	1044
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	1063
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	840
2020 Q3	$1K	Buy	+26	New	+$1.29K	﹤0.01%	763
2018 Q3	–	Sell	-570	Closed	-$23K	–	629
2018 Q2	$23K	Buy	570 +6	+1%	+$237	0.01%	370
2018 Q1	$22K	Buy	+564	New	+$21.8K	0.01%	317
2017 Q3	–	Sell	-546	Closed	-$21K	–	473
2017 Q2	$21K	Buy	+546	New	+$21.1K	0.01%	301

Other funds holding ETR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BDO Wealth Advisors opened a new position in Entergy (ETR) in Q2 2023: 296 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: BDO Wealth Advisors previously reported a position in ETR as recently as Q2 2021.

BDO Wealth Advisors first reported a position in ETR in Q2 2017 and has held it in 8 quarters since. The position peaked at $23K in Q2 2018. 770 funds tracked by Wall St. Rank hold ETR as of Q2 2023.

BDO Wealth Advisors held 296 shares of Entergy worth $14.4K as of Q2 2023.
Entergy was a new BDO Wealth Advisors position in Q2 2023.
Entergy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #651 holding.
BDO Wealth Advisors first reported a position in Entergy in Q2 2017 and has held it in 8 quarters since.
BDO Wealth Advisors's Entergy position peaked at $23K in Q2 2018.
770 funds tracked by Wall St. Rank held Entergy as of Q2 2023.

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