RIA
E icon

Realta Investment Advisors’s ENI E Stock Holding History

Realta Investment Advisors’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 		– Sell
-7,600
Closed -$213K – 836
2023
Q1 		$213K Buy
+7,600
New +$223K 0.05% 377
2020
Q1 		– Sell
-2
Closed – – 576
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1607
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1641
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1725
2019
Q1 		$0 Buy
+2
New +$68 ﹤0.01% 1329

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 $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B 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 $5.72T AUM 30.48% 1-Year Est. Return

Realta Investment Advisors's E Position: Q2 2023 in Review

Realta Investment Advisors sold out of ENI (E) in Q2 2023, closing a stake of 7,600 shares — an estimated $213K sold.

Realta Investment Advisors first reported a position in E in Q1 2019 and held it in 5 quarters. The position peaked at $213K in Q1 2023. 197 funds tracked by Wall St. Rank hold E as of Q2 2023.

  • Realta Investment Advisors reported no remaining ENI position as of Q2 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 7,600 ENI shares in Q2 2023, an estimated $213K.
  • Realta Investment Advisors first reported a position in ENI in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's ENI position peaked at $213K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held ENI as of Q2 2023.

Based on Realta Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.