First Personal Financial Services’s Entergy ETR Stock Holding History

First Personal Financial Services’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
2024 Q3	$34.6K	Buy	526 +32	+6%	+$1.89K	0.01%	223
2024 Q2	$26.4K	Hold	494	–	–	0.01%	222
2024 Q1	$26.1K	Buy	494 +130	+36%	+$6.59K	0.01%	223
2023 Q4	$18.4K	Hold	364	–	–	﹤0.01%	268
2023 Q3	$16.8K	Hold	364	–	–	﹤0.01%	276
2023 Q2	$17.7K	Hold	364	–	–	﹤0.01%	281
2023 Q1	$19.6K	Hold	364	–	–	0.01%	278
2022 Q4	$20.5K	Hold	364	–	–	0.01%	287
2022 Q3	$18K	Buy	+364	New	+$20.9K	0.01%	296
2020 Q1	–	Sell	-12	Closed	-$1K	–	371
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	426
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	467
2019 Q2	$1K	Buy	+12	New	+$585	﹤0.01%	714
2018 Q2	–	Sell	-10	Closed	–	–	746
2018 Q1	$0	Buy	+10	New	+$387	﹤0.01%	1043
2017 Q4	–	Sell	-906	Closed	-$35K	–	993
2017 Q3	$35K	Hold	906	–	–	0.01%	488
2017 Q2	$35K	Hold	906	–	–	0.01%	479
2017 Q1	$34K	Hold	906	–	–	0.01%	467
2016 Q4	$33K	Hold	906	–	–	0.01%	450
2016 Q3	$35K	Sell	906 -32	-3%	-$1.27K	0.01%	339
2016 Q2	$38K	Buy	+938	New	+$36K	0.01%	318

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 $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Personal Financial Services's ETR Position: Q3 2024 in Review

First Personal Financial Services increased its Entergy (ETR) stake by 6.5% in Q3 2024, buying an estimated $1.89K and bringing the position to 526 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #223.

First Personal Financial Services first reported a position in ETR in Q2 2016 and has held it in 19 quarters since. The position peaked at $38K in Q2 2016. 960 funds tracked by Wall St. Rank hold ETR as of Q3 2024.

First Personal Financial Services held 526 shares of Entergy worth $34.6K as of Q3 2024.
First Personal Financial Services bought 32 Entergy shares in Q3 2024, an estimated $1.89K.
Entergy made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #223 holding.
First Personal Financial Services first reported a position in Entergy in Q2 2016 and has held it in 19 quarters since.
First Personal Financial Services's Entergy position peaked at $38K in Q2 2016.
960 funds tracked by Wall St. Rank held Entergy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.