NFA
ETN icon

Northwest Financial Advisors’s Eaton ETN Stock Holding History

Northwest 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
Q4 		– Sell
-82
Closed -$27.2K – 236
2024
Q3 		$27.2K Buy
+82
New +$25.1K 0.02% 291
2024
Q1 		– Sell
-81
Closed -$19.6K – 216
2023
Q4 		$19.6K Buy
+81
New +$17.9K 0.02% 304

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's ETN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Eaton (ETN) in Q4 2024, closing a stake of 82 shares — an estimated $27.2K sold.

Northwest Financial Advisors first reported a position in ETN in Q4 2023 and held it in 2 quarters. The position peaked at $27.2K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 82 Eaton shares in Q4 2024, an estimated $27.2K.
  • Northwest Financial Advisors first reported a position in Eaton in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Eaton position peaked at $27.2K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.