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Financial Advocates Investment Management’s CenterPoint Energy CNP Stock Holding History

Financial Advocates Investment Management’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
2023
Q1 		– Sell
-24,121
Closed -$723K – 756
2022
Q4 		$723K Buy
24,121
+7,503
+45% +$218K 0.05% 361
2022
Q3 		$521K Buy
+16,618
New +$518K 0.04% 410

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Financial Advocates Investment Management's CNP Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of CenterPoint Energy (CNP) in Q1 2023, closing a stake of 24,121 shares — an estimated $723K sold.

Financial Advocates Investment Management first reported a position in CNP in Q3 2022 and held it in 2 quarters. The position peaked at $723K in Q4 2022. 600 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining CenterPoint Energy position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 24,121 CenterPoint Energy shares in Q1 2023, an estimated $723K.
  • Financial Advocates Investment Management first reported a position in CenterPoint Energy in Q3 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's CenterPoint Energy position peaked at $723K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.