EWM
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Edge Wealth Management’s Entergy ETR Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-14
Closed -$1K – 223
2021
Q4 		$1K Hold
14
– – ﹤0.01% 462
2021
Q3 		$1K Buy
+14
New +$749 ﹤0.01% 483
2014
Q2 		– Sell
-200
Closed -$7K – 398
2014
Q1 		$7K Hold
200
– – ﹤0.01% 303
2013
Q4 		$6K Hold
200
– – ﹤0.01% 287
2013
Q3 		$6K Hold
200
– – ﹤0.01% 258
2013
Q2 		$7K Buy
+200
New +$6.88K ﹤0.01% 248

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's ETR Position: Q1 2022 in Review

Edge Wealth Management sold out of Entergy (ETR) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in ETR in Q2 2013 and held it in 6 quarters. The position peaked at $7K in Q1 2014. 687 funds tracked by Wall St. Rank hold ETR as of Q1 2022.

  • Edge Wealth Management reported no remaining Entergy position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 14 Entergy shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in Entergy in Q2 2013 and held it in 6 quarters.
  • Edge Wealth Management's Entergy position peaked at $7K in Q1 2014.
  • 687 funds tracked by Wall St. Rank held Entergy as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.