RWMG
ETR icon

Redwood Wealth Management Group’s Entergy ETR Stock Holding History

Redwood Wealth Management Group’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-360
Closed -$19.3K – 454
2024
Q2 		$19.3K Buy
+360
New +$19.4K 0.01% 451

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redwood Wealth Management Group's ETR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Entergy (ETR) in Q3 2024, closing a stake of 360 shares — an estimated $19.3K sold.

Redwood Wealth Management Group first reported a position in ETR in Q2 2024 and held it in 1 quarter. The position peaked at $19.3K in Q2 2024. 957 funds tracked by Wall St. Rank hold ETR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Entergy position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 360 Entergy shares in Q3 2024, an estimated $19.3K.
  • Redwood Wealth Management Group first reported a position in Entergy in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Entergy position peaked at $19.3K in Q2 2024.
  • 957 funds tracked by Wall St. Rank held Entergy as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.