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Clear Point Advisors’s Entergy ETR Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-500
Closed -$32.9K – 240
2024
Q3 		$32.9K Hold
500
– – 0.03% 236
2024
Q2 		$26.8K Hold
500
– – 0.02% 246
2024
Q1 		$26.4K Hold
500
– – 0.02% 257
2023
Q4 		$25.3K Buy
+500
New +$24.4K 0.02% 246

Other funds holding ETR

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Point Advisors's ETR Position: Q4 2024 in Review

Clear Point Advisors sold out of Entergy (ETR) in Q4 2024, closing a stake of 500 shares — an estimated $32.9K sold.

Clear Point Advisors first reported a position in ETR in Q4 2023 and held it in 4 quarters. The position peaked at $32.9K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

  • Clear Point Advisors reported no remaining Entergy position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 500 Entergy shares in Q4 2024, an estimated $32.9K.
  • Clear Point Advisors first reported a position in Entergy in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Entergy position peaked at $32.9K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.