BKM Wealth Management’s Entergy ETR Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-1,318	Closed	-$66.7K	–	301
2023 Q4	$66.7K	Buy	+1,318	New	+$64.3K	0.03%	235

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

BKM Wealth Management's ETR Position: Q1 2024 in Review

BKM Wealth Management sold out of Entergy (ETR) in Q1 2024, closing a stake of 1,318 shares — an estimated $66.7K sold.

BKM Wealth Management first reported a position in ETR in Q4 2023 and held it in 1 quarter. The position peaked at $66.7K in Q4 2023. 887 funds tracked by Wall St. Rank hold ETR as of Q1 2024.

BKM Wealth Management reported no remaining Entergy position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,318 Entergy shares in Q1 2024, an estimated $66.7K.
BKM Wealth Management first reported a position in Entergy in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Entergy position peaked at $66.7K in Q4 2023.
887 funds tracked by Wall St. Rank held Entergy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.