Patriot Financial Group Insurance Agency’s ENI E Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-647	Closed	-$15K	–	822
2022 Q2	$15K	Sell	647 -73	-10%	-$2.08K	﹤0.01%	1098
2022 Q1	$21K	Buy	720 +237	+49%	+$7.05K	﹤0.01%	1062
2021 Q4	$13K	Buy	483 +155	+47%	+$4.33K	﹤0.01%	1376
2021 Q3	$9K	Buy	328 +73	+29%	+$1.78K	﹤0.01%	1509
2021 Q2	$6K	Buy	255 +98	+62%	+$2.44K	﹤0.01%	1584
2021 Q1	$4K	Sell	157 -297	-65%	-$6.7K	﹤0.01%	1607
2020 Q4	$9K	Hold	454	–	–	﹤0.01%	1252
2020 Q3	$7K	Hold	454	–	–	﹤0.01%	1127
2020 Q2	$9K	Buy	454 +157	+53%	+$3.02K	﹤0.01%	994
2020 Q1	$6K	Buy	+297	New	+$7.54K	﹤0.01%	1004

Other funds holding E

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's E Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ENI (E) in Q3 2022, closing a stake of 647 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in E in Q1 2020 and held it in 10 quarters. The position peaked at $21K in Q1 2022. 157 funds tracked by Wall St. Rank hold E as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ENI position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 647 ENI shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in ENI in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's ENI position peaked at $21K in Q1 2022.
157 funds tracked by Wall St. Rank held ENI as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.