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Campbell Wealth Management’s Eaton ETN Stock Holding History

Campbell 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
2024
Q4 		$323K Buy
+973
New +$341K 0.03% 63
2024
Q3 		– Sell
-937
Closed -$294K – 75
2024
Q2 		$294K Hold
937
– – 0.09% 32
2024
Q1 		$293K Buy
+937
New +$256K 0.03% 63

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Campbell Wealth Management's ETN Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Eaton (ETN) in Q4 2024: 973 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #63 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in ETN as recently as Q2 2024.

Campbell Wealth Management first reported a position in ETN in Q1 2024 and has held it in 3 quarters since. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Campbell Wealth Management held 973 shares of Eaton worth $323K as of Q4 2024.
  • Eaton was a new Campbell Wealth Management position in Q4 2024.
  • Eaton made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Campbell Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 3 quarters since.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.