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Capital Directions Investment Advisors’s Eaton ETN Stock Holding History

Capital Directions Investment 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
2022
Q4 		$31.4K Buy
+200
New +$30.7K 0.01% 146
2022
Q3 		– Sell
-200
Closed -$28K – 141
2022
Q2 		$25K Hold
200
– – 0.01% 163
2022
Q1 		$30K Buy
+200
New +$31.3K 0.01% 173
2021
Q4 		– Sell
-200
Closed -$30K – 112
2021
Q3 		$30K Hold
200
– – 0.01% 168
2021
Q2 		$30K Buy
+200
New +$28.8K 0.01% 147

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Directions Investment Advisors's ETN Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Eaton (ETN) in Q4 2022: 200 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in ETN as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in ETN in Q2 2021 and has held it in 5 quarters since. 1,487 funds tracked by Wall St. Rank hold ETN as of Q4 2022.

  • Capital Directions Investment Advisors held 200 shares of Eaton worth $31.4K as of Q4 2022.
  • Eaton was a new Capital Directions Investment Advisors position in Q4 2022.
  • Eaton made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #146 holding.
  • Capital Directions Investment Advisors first reported a position in Eaton in Q2 2021 and has held it in 5 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Eaton as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.