Efficient Advisors’s Entergy ETR Stock Holding History

Efficient 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
2022 Q4	–	Sell	-4,000	Closed	-$201K	–	69
2022 Q3	$201K	Buy	+4,000	New	+$229K	0.02%	64

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Efficient Advisors's ETR Position: Q4 2022 in Review

Efficient Advisors sold out of Entergy (ETR) in Q4 2022, closing a stake of 4,000 shares — an estimated $201K sold.

Efficient Advisors first reported a position in ETR in Q3 2022 and held it in 1 quarter. The position peaked at $201K in Q3 2022. 758 funds tracked by Wall St. Rank hold ETR as of Q4 2022.

Efficient Advisors reported no remaining Entergy position as of Q4 2022 after selling out during the quarter.
Efficient Advisors sold 4,000 Entergy shares in Q4 2022, an estimated $201K.
Efficient Advisors first reported a position in Entergy in Q3 2022 and held it in 1 quarter.
Efficient Advisors's Entergy position peaked at $201K in Q3 2022.
758 funds tracked by Wall St. Rank held Entergy as of Q4 2022.

Based on Efficient Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.