FIM
ETR icon

Freedom Investment Management’s Entergy ETR Stock Holding History

Freedom Investment Management’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
2021
Q1 		– Sell
-7,532
Closed -$376K – 864
2020
Q4 		$376K Buy
7,532
+292
+4% +$15.4K 0.04% 416
2020
Q3 		$357K Buy
7,240
+2,572
+55% +$127K 0.04% 370
2020
Q2 		$219K Sell
4,668
-1,724
-27% -$83.7K 0.02% 493
2020
Q1 		$422K Buy
6,392
+246
+4% +$14.6K 0.04% 385
2019
Q4 		$368K Sell
6,146
-692
-10% -$40.8K 0.03% 424
2019
Q3 		$401K Buy
6,838
+1,310
+24% +$71.7K 0.03% 414
2019
Q2 		$285K Sell
5,528
-2,384
-30% -$116K 0.02% 545
2019
Q1 		$378K Buy
7,912
+352
+5% +$15.9K 0.03% 450
2018
Q4 		$325K Buy
+7,560
New +$322K 0.03% 548
2018
Q3 		– Sell
-5,526
Closed -$223K – 924
2018
Q2 		$223K Buy
5,526
+336
+6% +$13.3K 0.01% 856
2018
Q1 		$204K Buy
+5,190
New +$201K 0.01% 1035

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return