PCS
E icon

Personal CFO Solutions’s ENI E Stock Holding History

Personal CFO Solutions’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
-9,348
Closed -$223K – 431
2022
Q2 		$223K Sell
9,348
-995
-10% -$28.4K 0.05% 361
2022
Q1 		$303K Buy
10,343
+320
+3% +$9.53K 0.06% 322
2021
Q4 		$277K Buy
+10,023
New +$280K 0.05% 349

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Personal CFO Solutions's E Position: Q3 2022 in Review

Personal CFO Solutions sold out of ENI (E) in Q3 2022, closing a stake of 9,348 shares — an estimated $223K sold.

Personal CFO Solutions first reported a position in E in Q4 2021 and held it in 3 quarters. The position peaked at $303K in Q1 2022. 156 funds tracked by Wall St. Rank hold E as of Q3 2022.

  • Personal CFO Solutions reported no remaining ENI position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 9,348 ENI shares in Q3 2022, an estimated $223K.
  • Personal CFO Solutions first reported a position in ENI in Q4 2021 and held it in 3 quarters.
  • Personal CFO Solutions's ENI position peaked at $303K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held ENI as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.