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McClarren Financial Advisors’s Eaton ETN Stock Holding History

McClarren Financial Advisors’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
-155
Closed -$37K – 370
2023
Q4 		$37K Hold
155
– – 0.03% 181
2023
Q3 		$33K Hold
155
– – 0.03% 175
2023
Q2 		$31K Sell
155
-2
-1% -$352 0.03% 184
2023
Q1 		$26K Hold
157
– – 0.02% 187
2022
Q4 		$24K Buy
157
+2
+1% +$307 0.02% 199
2022
Q3 		$20K Buy
+155
New +$21.7K 0.02% 197
2022
Q2 		– Sell
-155
Closed -$23K – 99
2022
Q1 		$23K Sell
155
-1
-0.6% -$157 0.02% 168
2021
Q4 		$27K Buy
156
+1
+0.6% +$166 0.02% 175
2021
Q3 		$23K Hold
155
– – 0.02% 159
2021
Q2 		$23K Hold
155
– – 0.02% 170
2021
Q1 		$21K Buy
+155
New +$20K 0.02% 153

Other funds holding ETN

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
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

McClarren Financial Advisors's ETN Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Eaton (ETN) in Q1 2024, closing a stake of 155 shares — an estimated $37K sold.

McClarren Financial Advisors first reported a position in ETN in Q1 2021 and held it in 11 quarters. The position peaked at $37K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Eaton position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 155 Eaton shares in Q1 2024, an estimated $37K.
  • McClarren Financial Advisors first reported a position in Eaton in Q1 2021 and held it in 11 quarters.
  • McClarren Financial Advisors's Eaton position peaked at $37K in Q4 2023.
  • 2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.