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Impact Partnership Wealth’s Eaton ETN Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-175
Closed -$54.7K – 355
2024
Q1 		$54.7K Hold
175
– – 0.02% 307
2023
Q4 		$42.1K Buy
175
+171
+4,275% +$37.7K 0.02% 353
2023
Q3 		$853 Sell
4
-8
-67% -$1.73K ﹤0.01% 900
2023
Q2 		$2.41K Buy
+12
New +$2.11K ﹤0.01% 619

Other funds holding ETN

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impact Partnership Wealth's ETN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Eaton (ETN) in Q2 2024, closing a stake of 175 shares — an estimated $54.7K sold.

Impact Partnership Wealth first reported a position in ETN in Q2 2023 and held it in 4 quarters. The position peaked at $54.7K in Q1 2024. 2,075 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 175 Eaton shares in Q2 2024, an estimated $54.7K.
  • Impact Partnership Wealth first reported a position in Eaton in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Eaton position peaked at $54.7K in Q1 2024.
  • 2,075 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.