Personal CFO Solutions’s CenterPoint Energy CNP Stock Holding History

Personal CFO Solutions’s Portfolio CNP Stock Details CNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,161	Closed	-$215K	–	478
2022 Q4	$215K	Sell	7,161 -32	-0.4%	-$930	0.05%	403
2022 Q3	$203K	Buy	+7,193	New	+$224K	0.05%	369
2022 Q1	–	Sell	-8,728	Closed	-$244K	–	477
2021 Q4	$244K	Buy	8,728 +97	+1%	+$2.59K	0.05%	389
2021 Q3	$212K	Buy	8,631 +190	+2%	+$4.86K	0.04%	405
2021 Q2	$207K	Buy	+8,441	New	+$207K	0.04%	402

Other funds holding CNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Personal CFO Solutions's CNP Position: Q1 2023 in Review

Personal CFO Solutions sold out of CenterPoint Energy (CNP) in Q1 2023, closing a stake of 7,161 shares — an estimated $215K sold.

Personal CFO Solutions first reported a position in CNP in Q2 2021 and held it in 5 quarters. The position peaked at $244K in Q4 2021. 600 funds tracked by Wall St. Rank hold CNP as of Q1 2023.

Personal CFO Solutions reported no remaining CenterPoint Energy position as of Q1 2023 after selling out during the quarter.
Personal CFO Solutions sold 7,161 CenterPoint Energy shares in Q1 2023, an estimated $215K.
Personal CFO Solutions first reported a position in CenterPoint Energy in Q2 2021 and held it in 5 quarters.
Personal CFO Solutions's CenterPoint Energy position peaked at $244K in Q4 2021.
600 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2023.

Based on Personal CFO Solutions's 13F filing for Q1 2023, filed 9 May 2023.