PI
E icon

PFS Investments’s ENI E Stock Holding History

PFS Investments’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
2023
Q2 		$4.4M Buy
152,899
+22,240
+17% +$645K 0.07% 242
2023
Q1 		$3.87M Buy
130,659
+17,206
+15% +$504K 0.07% 239
2022
Q4 		$3.25M Buy
113,453
+14,005
+14% +$378K 0.06% 242
2022
Q3 		$2.1K Buy
99,448
+41,992
+73% +$967K 0.04% 270
2022
Q2 		$1.37M Buy
57,456
+9,505
+20% +$271K 0.03% 310
2022
Q1 		$1.4M Buy
+47,951
New +$1.43M 0.03% 318

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return