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FourThought Financial’s Eaton ETN Stock Holding History

FourThought Financial’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
2022
Q3 		$192K Sell
1,443
-324
-18% -$45.3K 0.03% 299
2022
Q2 		$223K Sell
1,767
-671
-28% -$93.9K 0.03% 292
2022
Q1 		$356K Buy
2,438
+139
+6% +$21.8K 0.05% 252
2021
Q4 		$397K Sell
2,299
-493
-18% -$81.7K 0.05% 238
2021
Q3 		$416K Buy
2,792
+522
+23% +$83.4K 0.06% 228
2021
Q2 		$336K Buy
2,270
+134
+6% +$19.3K 0.05% 267
2021
Q1 		$295K Hold
2,136
– – 0.04% 289
2020
Q4 		$256K Buy
+2,136
New +$241K 0.04% 298

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's ETN Position: Q3 2022 in Review

FourThought Financial reduced its Eaton (ETN) stake by 18% in Q3 2022, selling an estimated $45.3K and leaving 1,443 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #299.

FourThought Financial first reported a position in ETN in Q4 2020 and has held it in 8 quarters since. The position peaked at $416K in Q3 2021. 1,380 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

  • FourThought Financial held 1,443 shares of Eaton worth $192K as of Q3 2022.
  • FourThought Financial sold 324 Eaton shares in Q3 2022, an estimated $45.3K.
  • Eaton made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #299 holding.
  • FourThought Financial first reported a position in Eaton in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Eaton position peaked at $416K in Q3 2021.
  • 1,380 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.