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Kapitalo Investimentos’s Eaton ETN Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-340
Closed -$81.9K – 359
2023
Q4 		$81.9K Buy
340
+234
+221% +$51.7K 0.02% 413
2023
Q3 		$22.6K Buy
+106
New +$22.9K ﹤0.01% 512

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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kapitalo Investimentos's ETN Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Eaton (ETN) in Q1 2024, closing a stake of 340 shares — an estimated $81.9K sold.

Kapitalo Investimentos first reported a position in ETN in Q3 2023 and held it in 2 quarters. The position peaked at $81.9K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Eaton position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 340 Eaton shares in Q1 2024, an estimated $81.9K.
  • Kapitalo Investimentos first reported a position in Eaton in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Eaton position peaked at $81.9K in Q4 2023.
  • 2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.