Planned Solutions’s ENI E Stock Holding History

Planned 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
2024 Q4	–	Sell	-635	Closed	-$19.2K	–	250
2024 Q3	$19.2K	Buy	+635	New	+$19.9K	0.01%	394
2024 Q1	–	Sell	-2,465	Closed	-$83.8K	–	211
2023 Q4	$83.8K	Buy	+2,465	New	+$80.2K	0.04%	212

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Planned Solutions's E Position: Q4 2024 in Review

Planned Solutions sold out of ENI (E) in Q4 2024, closing a stake of 635 shares — an estimated $19.2K sold.

Planned Solutions first reported a position in E in Q4 2023 and held it in 2 quarters. The position peaked at $83.8K in Q4 2023. 212 funds tracked by Wall St. Rank hold E as of Q4 2024.

Planned Solutions reported no remaining ENI position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 635 ENI shares in Q4 2024, an estimated $19.2K.
Planned Solutions first reported a position in ENI in Q4 2023 and held it in 2 quarters.
Planned Solutions's ENI position peaked at $83.8K in Q4 2023.
212 funds tracked by Wall St. Rank held ENI as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.