Clearview Wealth Advisors’s Entergy ETR Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-568	Closed	-$27.7K	–	275
2023 Q2	$27.7K	Buy	568 +6	+1%	+$311	0.03%	237
2023 Q1	$30.4K	Buy	562 +4	+0.7%	+$212	0.03%	228
2022 Q4	$31.4K	Buy	558 +98	+21%	+$5.37K	0.02%	198
2022 Q3	$23K	Buy	460 +4	+0.9%	+$229	0.02%	237
2022 Q2	$26K	Buy	456 +4	+0.9%	+$235	0.02%	245
2022 Q1	$26K	Buy	452 +4	+0.9%	+$219	0.02%	262
2021 Q4	$25K	Buy	448 +4	+0.9%	+$210	0.02%	305
2021 Q3	$22K	Buy	444 +4	+0.9%	+$214	0.01%	322
2021 Q2	$22K	Buy	440 +4	+0.9%	+$211	0.01%	324
2021 Q1	$22K	Buy	436 +6	+1%	+$283	0.01%	318
2020 Q4	$22K	Buy	+430	New	+$22.6K	0.01%	293

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clearview Wealth Advisors's ETR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Entergy (ETR) in Q3 2023, closing a stake of 568 shares — an estimated $27.7K sold.

Clearview Wealth Advisors first reported a position in ETR in Q4 2020 and held it in 11 quarters. The position peaked at $31.4K in Q4 2022. 774 funds tracked by Wall St. Rank hold ETR as of Q3 2023.

Clearview Wealth Advisors reported no remaining Entergy position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 568 Entergy shares in Q3 2023, an estimated $27.7K.
Clearview Wealth Advisors first reported a position in Entergy in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Entergy position peaked at $31.4K in Q4 2022.
774 funds tracked by Wall St. Rank held Entergy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.