My Personal CFO LLC’s Eaton ETN Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-102	Closed	-$16K	–	313
2022 Q4	$16K	Buy	+102	New	+$15.6K	0.01%	222

Other funds holding ETN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

My Personal CFO LLC's ETN Position: Q1 2023 in Review

My Personal CFO LLC sold out of Eaton (ETN) in Q1 2023, closing a stake of 102 shares — an estimated $16K sold.

My Personal CFO LLC first reported a position in ETN in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

My Personal CFO LLC reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 102 Eaton shares in Q1 2023, an estimated $16K.
My Personal CFO LLC first reported a position in Eaton in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Eaton position peaked at $16K in Q4 2022.
1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.