Global Wealth Management Investment Advisory’s Entergy ETR Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-652	Closed	-$31K	–	495
2020 Q2	$31K	Buy	652 +6	+0.9%	+$291	0.01%	231
2020 Q1	$30K	Buy	646 +4	+0.6%	+$237	0.02%	212
2019 Q4	$38K	Sell	642 -16	-2%	-$943	0.02%	204
2019 Q3	$39K	Buy	658 +4	+0.6%	+$219	0.02%	186
2019 Q2	$34K	Buy	654 +6	+0.9%	+$292	0.02%	206
2019 Q1	$31K	Buy	648 +6	+0.9%	+$271	0.02%	256
2018 Q4	$28K	Buy	+642	New	+$27.3K	0.02%	263

Other funds holding ETR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Global Wealth Management Investment Advisory's ETR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Entergy (ETR) in Q3 2020, closing a stake of 652 shares — an estimated $31K sold.

Global Wealth Management Investment Advisory first reported a position in ETR in Q4 2018 and held it in 7 quarters. The position peaked at $39K in Q3 2019. 608 funds tracked by Wall St. Rank hold ETR as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Entergy position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 652 Entergy shares in Q3 2020, an estimated $31K.
Global Wealth Management Investment Advisory first reported a position in Entergy in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Entergy position peaked at $39K in Q3 2019.
608 funds tracked by Wall St. Rank held Entergy as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.