Elmwood Wealth Management’s Entergy ETR Stock Holding History

Elmwood 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	-240	Closed	-$14K	–	176
2021 Q4	$14K	Buy	+240	New	+$12.6K	0.01%	267

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 $3.38T AUM 44.17% 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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Entergy (ETR) in Q1 2022, closing a stake of 240 shares — an estimated $14K sold.

Elmwood Wealth Management first reported a position in ETR in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 687 funds tracked by Wall St. Rank hold ETR as of Q1 2022.

Elmwood Wealth Management reported no remaining Entergy position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 240 Entergy shares in Q1 2022, an estimated $14K.
Elmwood Wealth Management first reported a position in Entergy in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's Entergy position peaked at $14K in Q4 2021.
687 funds tracked by Wall St. Rank held Entergy as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.