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Buttonwood Financial Advisors’s Eaton ETN Stock Holding History

Buttonwood Financial 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
2024
Q2 		– Sell
-1,000
Closed -$313K – 102
2024
Q1 		$313K Hold
1,000
– – 0.15% 86
2023
Q4 		$241K Hold
1,000
– – 0.13% 94
2023
Q3 		$213K Hold
1,000
– – 0.14% 98
2023
Q2 		$201K Buy
+1,000
New +$176K 0.13% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Buttonwood Financial Advisors's ETN Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Eaton (ETN) in Q2 2024, closing a stake of 1,000 shares — an estimated $313K sold.

Buttonwood Financial Advisors first reported a position in ETN in Q2 2023 and held it in 4 quarters. The position peaked at $313K in Q1 2024. 2,075 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • Buttonwood Financial Advisors reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 1,000 Eaton shares in Q2 2024, an estimated $313K.
  • Buttonwood Financial Advisors first reported a position in Eaton in Q2 2023 and held it in 4 quarters.
  • Buttonwood Financial Advisors's Eaton position peaked at $313K in Q1 2024.
  • 2,075 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.