Pacific Capital Wealth Advisors’s ENI E Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-96	Closed	-$3.04K	–	587
2024 Q1	$3.04K	Buy	+96	New	+$3.04K	﹤0.01%	388

Other funds holding E

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacific Capital Wealth Advisors's E Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of ENI (E) in Q2 2024, closing a stake of 96 shares — an estimated $3.04K sold.

Pacific Capital Wealth Advisors first reported a position in E in Q1 2024 and held it in 1 quarter. The position peaked at $3.04K in Q1 2024. 219 funds tracked by Wall St. Rank hold E as of Q2 2024.

Pacific Capital Wealth Advisors reported no remaining ENI position as of Q2 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 96 ENI shares in Q2 2024, an estimated $3.04K.
Pacific Capital Wealth Advisors first reported a position in ENI in Q1 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's ENI position peaked at $3.04K in Q1 2024.
219 funds tracked by Wall St. Rank held ENI as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.