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Leelyn Smith’s Entergy ETR Stock Holding History

Leelyn Smith’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,440
Closed -$81K – 205
2022
Q4 		$81K Buy
1,440
+1,140
+380% +$62.5K 0.02% 142
2022
Q3 		$15K Sell
300
-1,660
-85% -$95.2K 0.01% 256
2022
Q2 		$110K Hold
1,960
– – 0.03% 148
2022
Q1 		$114K Buy
1,960
+300
+18% +$16.4K 0.03% 152
2021
Q4 		$93K Hold
1,660
– – 0.02% 171
2021
Q3 		$82K Hold
1,660
– – 0.02% 175
2021
Q2 		$83K Hold
1,660
– – 0.02% 176
2021
Q1 		$83K Buy
1,660
+940
+131% +$44.4K 0.02% 186
2020
Q4 		$36K Hold
720
– – 0.01% 206
2020
Q3 		$35K Hold
720
– – 0.01% 202
2020
Q2 		$34K Sell
720
-60
-8% -$2.91K 0.01% 231
2020
Q1 		$37K Buy
+780
New +$46.2K 0.02% 180

Other funds holding ETR

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leelyn Smith's ETR Position: Q1 2023 in Review

Leelyn Smith sold out of Entergy (ETR) in Q1 2023, closing a stake of 1,440 shares — an estimated $81K sold.

Leelyn Smith first reported a position in ETR in Q1 2020 and held it in 12 quarters. The position peaked at $114K in Q1 2022. 740 funds tracked by Wall St. Rank hold ETR as of Q1 2023.

  • Leelyn Smith reported no remaining Entergy position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,440 Entergy shares in Q1 2023, an estimated $81K.
  • Leelyn Smith first reported a position in Entergy in Q1 2020 and held it in 12 quarters.
  • Leelyn Smith's Entergy position peaked at $114K in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Entergy as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.