Consolidated Planning Corp’s Entergy ETR Stock Holding History

Consolidated Planning Corp’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
2021 Q4	–	Sell	-1,286	Closed	-$64K	–	187
2021 Q3	$64K	Buy	+1,286	New	+$68.8K	0.04%	142

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Consolidated Planning Corp's ETR Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Entergy (ETR) in Q4 2021, closing a stake of 1,286 shares — an estimated $64K sold.

Consolidated Planning Corp first reported a position in ETR in Q3 2021 and held it in 1 quarter. The position peaked at $64K in Q3 2021. 678 funds tracked by Wall St. Rank hold ETR as of Q4 2021.

Consolidated Planning Corp reported no remaining Entergy position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 1,286 Entergy shares in Q4 2021, an estimated $64K.
Consolidated Planning Corp first reported a position in Entergy in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Entergy position peaked at $64K in Q3 2021.
678 funds tracked by Wall St. Rank held Entergy as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.