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Resurgent Financial Advisors’s Entergy ETR Stock Holding History

Resurgent Financial Advisors’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
Q1 		– Sell
-954
Closed -$48.3K – 279
2023
Q4 		$48.3K Buy
954
+48
+5% +$2.34K 0.03% 338
2023
Q3 		$41.9K Sell
906
-196
-18% -$9.56K 0.03% 355
2023
Q2 		$53.7K Sell
1,102
-134
-11% -$6.94K 0.04% 321
2023
Q1 		$66.6K Buy
1,236
+300
+32% +$15.9K 0.04% 290
2022
Q4 		$52.6K Buy
+936
New +$51.3K 0.03% 413

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Resurgent Financial Advisors's ETR Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Entergy (ETR) in Q1 2024, closing a stake of 954 shares — an estimated $48.3K sold.

Resurgent Financial Advisors first reported a position in ETR in Q4 2022 and held it in 5 quarters. The position peaked at $66.6K in Q1 2023. 887 funds tracked by Wall St. Rank hold ETR as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Entergy position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 954 Entergy shares in Q1 2024, an estimated $48.3K.
  • Resurgent Financial Advisors first reported a position in Entergy in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Entergy position peaked at $66.6K in Q1 2023.
  • 887 funds tracked by Wall St. Rank held Entergy as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.