Macroview Investment Management’s Entergy ETR Stock Holding History

Macroview Investment 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
2023 Q4	–	Sell	-78	Closed	-$3.61K	–	695
2023 Q3	$3.61K	Buy	+78	New	+$3.81K	﹤0.01%	497
2021 Q3	–	Sell	-132	Closed	-$7K	–	409
2021 Q2	$7K	Hold	132	–	–	0.01%	205
2021 Q1	$7K	Hold	132	–	–	0.01%	182
2020 Q4	$7K	Hold	132	–	–	0.01%	165
2020 Q3	$7K	Hold	132	–	–	0.01%	146
2020 Q2	$6K	Hold	132	–	–	0.01%	140
2020 Q1	$6K	Hold	132	–	–	0.01%	136
2019 Q4	$8K	Hold	132	–	–	0.02%	149
2019 Q3	$8K	Hold	132	–	–	0.02%	151
2019 Q2	$7K	Hold	132	–	–	0.02%	156
2019 Q1	$6K	Buy	+132	New	+$5.97K	0.01%	170

Other funds holding ETR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Macroview Investment Management's ETR Position: Q4 2023 in Review

Macroview Investment Management sold out of Entergy (ETR) in Q4 2023, closing a stake of 78 shares — an estimated $3.61K sold.

Macroview Investment Management first reported a position in ETR in Q1 2019 and held it in 11 quarters. The position peaked at $8K in Q4 2019. 842 funds tracked by Wall St. Rank hold ETR as of Q4 2023.

Macroview Investment Management reported no remaining Entergy position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 78 Entergy shares in Q4 2023, an estimated $3.61K.
Macroview Investment Management first reported a position in Entergy in Q1 2019 and held it in 11 quarters.
Macroview Investment Management's Entergy position peaked at $8K in Q4 2019.
842 funds tracked by Wall St. Rank held Entergy as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.