Halpern Financial’s Eaton ETN Stock Holding History

Halpern 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	–	Sell	-30	Closed	-$3.78K	–	246
2022 Q2	$3.78K	Buy	+30	New	+$4.2K	﹤0.01%	204

Other funds holding ETN

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's ETN Position: Q3 2022 in Review

Halpern Financial sold out of Eaton (ETN) in Q3 2022, closing a stake of 30 shares — an estimated $3.78K sold.

Halpern Financial first reported a position in ETN in Q2 2022 and held it in 1 quarter. The position peaked at $3.78K in Q2 2022. 1,379 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

Halpern Financial reported no remaining Eaton position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 30 Eaton shares in Q3 2022, an estimated $3.78K.
Halpern Financial first reported a position in Eaton in Q2 2022 and held it in 1 quarter.
Halpern Financial's Eaton position peaked at $3.78K in Q2 2022.
1,379 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.