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Ruedi Wealth Management’s CenterPoint Energy CNP Stock Holding History

Ruedi Wealth Management’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19
Closed -$589 – 378
2024
Q2 		$589 Buy
+19
New +$561 ﹤0.01% 406

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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ruedi Wealth Management's CNP Position: Q3 2024 in Review

Ruedi Wealth Management sold out of CenterPoint Energy (CNP) in Q3 2024, closing a stake of 19 shares — an estimated $589 sold.

Ruedi Wealth Management first reported a position in CNP in Q2 2024 and held it in 1 quarter. The position peaked at $589 in Q2 2024. 619 funds tracked by Wall St. Rank hold CNP as of Q3 2024.

  • Ruedi Wealth Management reported no remaining CenterPoint Energy position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 19 CenterPoint Energy shares in Q3 2024, an estimated $589.
  • Ruedi Wealth Management first reported a position in CenterPoint Energy in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's CenterPoint Energy position peaked at $589 in Q2 2024.
  • 619 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.