EWP
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Engrave Wealth Partners’s Eaton ETN Stock Holding History

Engrave Wealth Partners’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$284K Sell
1,178
-7
-0.6% -$1.54K 0.08% 63
2023
Q3 		$253K Buy
+1,185
New +$255K 0.08% 59
2020
Q3 		– Sell
-836
Closed -$73K – 178
2020
Q2 		$73K Hold
836
– – 0.07% 89
2020
Q1 		$64K Sell
836
-200
-19% -$18.3K 0.08% 78
2019
Q4 		$98K Buy
+1,036
New +$92K 0.09% 82

Other funds holding ETN

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Engrave Wealth Partners's ETN Position: Q4 2023 in Review

Engrave Wealth Partners reduced its Eaton (ETN) stake by 0.59% in Q4 2023, selling an estimated $1.54K and leaving 1,178 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #63.

Engrave Wealth Partners first reported a position in ETN in Q4 2019 and has held it in 5 quarters since. 1,817 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

  • Engrave Wealth Partners held 1,178 shares of Eaton worth $284K as of Q4 2023.
  • Engrave Wealth Partners sold 7 Eaton shares in Q4 2023, an estimated $1.54K.
  • Eaton made up 0.08% of Engrave Wealth Partners's portfolio in Q4 2023, its #63 holding.
  • Engrave Wealth Partners first reported a position in Eaton in Q4 2019 and has held it in 5 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.