CWAF
ETN icon

Core Wealth Advisors (Florida)’s Eaton ETN Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q4 		– Sell
-43
Closed -$9.17K – 271
2023
Q3 		$9.17K Hold
43
– – ﹤0.01% 164
2023
Q2 		$8.65K Hold
43
– – ﹤0.01% 168
2023
Q1 		$7.37K Hold
43
– – ﹤0.01% 177
2022
Q4 		$6.75K Buy
+43
New +$6.59K ﹤0.01% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ETN Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Eaton (ETN) in Q4 2023, closing a stake of 43 shares — an estimated $9.17K sold.

Core Wealth Advisors (Florida) first reported a position in ETN in Q4 2022 and held it in 4 quarters. The position peaked at $9.17K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

  • Core Wealth Advisors (Florida) reported no remaining Eaton position as of Q4 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 43 Eaton shares in Q4 2023, an estimated $9.17K.
  • Core Wealth Advisors (Florida) first reported a position in Eaton in Q4 2022 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Eaton position peaked at $9.17K in Q3 2023.
  • 1,815 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.