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Criterion Capital Advisors’s Entergy ETR Stock Holding History

Criterion Capital 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
Q2 		– Sell
-144
Closed -$7.61K – 353
2024
Q1 		$7.61K Sell
144
-56
-28% -$2.84K 0.01% 274
2023
Q4 		$10.1K Buy
+200
New +$9.76K 0.01% 265

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Criterion Capital Advisors's ETR Position: Q2 2024 in Review

Criterion Capital Advisors sold out of Entergy (ETR) in Q2 2024, closing a stake of 144 shares — an estimated $7.61K sold.

Criterion Capital Advisors first reported a position in ETR in Q4 2023 and held it in 2 quarters. The position peaked at $10.1K in Q4 2023. 909 funds tracked by Wall St. Rank hold ETR as of Q2 2024.

  • Criterion Capital Advisors reported no remaining Entergy position as of Q2 2024 after selling out during the quarter.
  • Criterion Capital Advisors sold 144 Entergy shares in Q2 2024, an estimated $7.61K.
  • Criterion Capital Advisors first reported a position in Entergy in Q4 2023 and held it in 2 quarters.
  • Criterion Capital Advisors's Entergy position peaked at $10.1K in Q4 2023.
  • 909 funds tracked by Wall St. Rank held Entergy as of Q2 2024.

Based on Criterion Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.