My Personal CFO LLC’s Entergy ETR Stock Holding History

My Personal CFO LLC’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	-38	Closed	-$2.14K	–	314
2022 Q4	$2.14K	Buy	+38	New	+$2.08K	﹤0.01%	505

Other funds holding ETR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

My Personal CFO LLC sold out of Entergy (ETR) in Q1 2023, closing a stake of 38 shares — an estimated $2.14K sold.

My Personal CFO LLC first reported a position in ETR in Q4 2022 and held it in 1 quarter. The position peaked at $2.14K in Q4 2022. 739 funds tracked by Wall St. Rank hold ETR as of Q1 2023.

My Personal CFO LLC reported no remaining Entergy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 38 Entergy shares in Q1 2023, an estimated $2.14K.
My Personal CFO LLC first reported a position in Entergy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Entergy position peaked at $2.14K in Q4 2022.
739 funds tracked by Wall St. Rank held Entergy as of Q1 2023.

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