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Freedman Financial Associates’s Eaton ETN Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-27
Closed -$4K – 125
2022
Q1 		$4K Hold
27
– – ﹤0.01% 421
2021
Q4 		$5K Hold
27
– – ﹤0.01% 388
2021
Q3 		$4K Hold
27
– – ﹤0.01% 408
2021
Q2 		$4K Hold
27
– – ﹤0.01% 399
2021
Q1 		$4K Hold
27
– – ﹤0.01% 403
2020
Q4 		$3K Buy
+27
New +$3.05K ﹤0.01% 415

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
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Morgan Stanley
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Freedman Financial Associates's ETN Position: Q2 2022 in Review

Freedman Financial Associates sold out of Eaton (ETN) in Q2 2022, closing a stake of 27 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in ETN in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 1,364 funds tracked by Wall St. Rank hold ETN as of Q2 2022.

  • Freedman Financial Associates reported no remaining Eaton position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 27 Eaton shares in Q2 2022, an estimated $4K.
  • Freedman Financial Associates first reported a position in Eaton in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Eaton position peaked at $5K in Q4 2021.
  • 1,364 funds tracked by Wall St. Rank held Eaton as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.