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Kolinsky Wealth Management’s Eaton ETN Stock Holding History

Kolinsky 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
Q4 		$217K Buy
655
+31
+5% +$10.9K 0.13% 156
2024
Q3 		$207K Buy
+624
New +$191K 0.13% 161

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kolinsky Wealth Management's ETN Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Eaton (ETN) stake by 5% in Q4 2024, buying an estimated $10.9K and bringing the position to 655 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #156.

Kolinsky Wealth Management first reported a position in ETN in Q3 2024 and has held it in 2 quarters since. 2,283 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Kolinsky Wealth Management held 655 shares of Eaton worth $217K as of Q4 2024.
  • Kolinsky Wealth Management bought 31 Eaton shares in Q4 2024, an estimated $10.9K.
  • Eaton made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #156 holding.
  • Kolinsky Wealth Management first reported a position in Eaton in Q3 2024 and has held it in 2 quarters since.
  • 2,283 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.