JWM
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Janiczek Wealth Management’s Eaton ETN Stock Holding History

Janiczek Wealth Management’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 		$766K Sell
2,442
-119
-5% -$38.4K 0.16% 60
2024
Q1 		$801K Sell
2,561
-117
-4% -$32K 0.17% 54
2023
Q4 		$645K Sell
2,678
-21
-0.8% -$4.63K 0.16% 56
2023
Q3 		$576K Buy
2,699
+1,099
+69% +$237K 0.15% 54
2023
Q2 		$322K Buy
1,600
+8
+0.5% +$1.41K 0.09% 84
2023
Q1 		$258K Sell
1,592
-11
-0.7% -$1.83K 0.07% 101
2022
Q4 		$264K Buy
1,603
+181
+13% +$27.7K 0.07% 92
2022
Q3 		$194K Buy
1,422
+882
+163% +$123K 0.06% 107
2022
Q2 		$80K Buy
540
+147
+37% +$20.6K 0.02% 232
2022
Q1 		$60K Buy
393
+200
+104% +$31.3K 0.02% 278
2021
Q4 		$33K Sell
193
-3
-2% -$497 0.01% 390
2021
Q3 		$29K Buy
196
+13
+7% +$2.08K 0.01% 387
2021
Q2 		$27K Buy
183
+18
+11% +$2.59K 0.01% 370
2021
Q1 		$23K Buy
165
+61
+59% +$7.86K 0.01% 372
2020
Q4 		$12K Buy
104
+69
+197% +$7.8K 0.01% 434
2020
Q3 		$4K Hold
35
– – ﹤0.01% 377
2020
Q2 		$3K Buy
+35
New +$2.88K ﹤0.01% 237
2019
Q3 		– Sell
-205
Closed -$17K – 175
2019
Q2 		$17K Buy
+205
New +$16.6K 0.01% 114

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Janiczek Wealth Management's ETN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Eaton (ETN) stake by 4.6% in Q2 2024, selling an estimated $38.4K and leaving 2,442 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #60.

Janiczek Wealth Management first reported a position in ETN in Q2 2019 and has held it in 18 quarters since. The position peaked at $801K in Q1 2024. 2,075 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • Janiczek Wealth Management held 2,442 shares of Eaton worth $766K as of Q2 2024.
  • Janiczek Wealth Management sold 119 Eaton shares in Q2 2024, an estimated $38.4K.
  • Eaton made up 0.16% of Janiczek Wealth Management's portfolio in Q2 2024, its #60 holding.
  • Janiczek Wealth Management first reported a position in Eaton in Q2 2019 and has held it in 18 quarters since.
  • Janiczek Wealth Management's Eaton position peaked at $801K in Q1 2024.
  • 2,075 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.