Financial Synergies Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-334	Closed	-$9.52K	–	141
2024 Q1	$9.52K	Hold	334	–	–	﹤0.01%	252
2023 Q4	$10K	Hold	334	–	–	﹤0.01%	186
2023 Q3	$8.97K	Hold	334	–	–	﹤0.01%	243
2023 Q2	$9.74K	Hold	334	–	–	﹤0.01%	231
2023 Q1	$9.84K	Hold	334	–	–	﹤0.01%	235
2022 Q4	$10K	Hold	334	–	–	﹤0.01%	186
2022 Q3	$9.41K	Hold	334	–	–	﹤0.01%	165
2022 Q2	$9.88K	Buy	+334	New	+$10.3K	﹤0.01%	171

Other funds holding CNP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's CNP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of CenterPoint Energy (CNP) in Q2 2024, closing a stake of 334 shares — an estimated $9.52K sold.

Financial Synergies Wealth Advisors first reported a position in CNP in Q2 2022 and held it in 8 quarters. The position peaked at $10K in Q4 2023. 628 funds tracked by Wall St. Rank hold CNP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining CenterPoint Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 334 CenterPoint Energy shares in Q2 2024, an estimated $9.52K.
Financial Synergies Wealth Advisors first reported a position in CenterPoint Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's CenterPoint Energy position peaked at $10K in Q4 2023.
628 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.