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Engrave Wealth Partners’s CenterPoint Energy CNP Stock Holding History

Engrave Wealth Partners’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-428
Closed -$7K – 129
2020
Q2 		$7K Hold
428
– – 0.01% 283
2020
Q1 		$6K Hold
428
– – 0.01% 252
2019
Q4 		$11K Buy
+428
New +$11.6K 0.01% 288

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Engrave Wealth Partners's CNP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of CenterPoint Energy (CNP) in Q3 2020, closing a stake of 428 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in CNP in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 506 funds tracked by Wall St. Rank hold CNP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining CenterPoint Energy position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 428 CenterPoint Energy shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in CenterPoint Energy in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's CenterPoint Energy position peaked at $11K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.