LIWM
ETR icon

Long Island Wealth Management’s Entergy ETR Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-10
Closed -$1K – 179
2023
Q4 		$1K Buy
+10
New +$488 ﹤0.01% 387

Other funds holding ETR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's ETR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Entergy (ETR) in Q1 2024, closing a stake of 10 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in ETR in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 887 funds tracked by Wall St. Rank hold ETR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Entergy position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 10 Entergy shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Entergy in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Entergy position peaked at $1K in Q4 2023.
  • 887 funds tracked by Wall St. Rank held Entergy as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.