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Paradigm Strategies in Wealth Management’s Eaton ETN Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-390
Closed -$58K – 101
2021
Q2 		$58K Hold
390
– – 0.05% 93
2021
Q1 		$54K Buy
+390
New +$50.3K 0.05% 93

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paradigm Strategies in Wealth Management's ETN Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Eaton (ETN) in Q3 2021, closing a stake of 390 shares — an estimated $58K sold.

Paradigm Strategies in Wealth Management first reported a position in ETN in Q1 2021 and held it in 2 quarters. The position peaked at $58K in Q2 2021. 1,345 funds tracked by Wall St. Rank hold ETN as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Eaton position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 390 Eaton shares in Q3 2021, an estimated $58K.
  • Paradigm Strategies in Wealth Management first reported a position in Eaton in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Eaton position peaked at $58K in Q2 2021.
  • 1,345 funds tracked by Wall St. Rank held Eaton as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.