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RVW Wealth’s Eaton ETN Stock Holding History

RVW Wealth’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-56
Closed -$11.9K – 214
2023
Q3 		$11.9K Buy
+56
New +$12.1K ﹤0.01% 359

Other funds holding ETN

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RVW Wealth's ETN Position: Q4 2023 in Review

RVW Wealth sold out of Eaton (ETN) in Q4 2023, closing a stake of 56 shares — an estimated $11.9K sold.

RVW Wealth first reported a position in ETN in Q3 2023 and held it in 1 quarter. The position peaked at $11.9K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

  • RVW Wealth reported no remaining Eaton position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 56 Eaton shares in Q4 2023, an estimated $11.9K.
  • RVW Wealth first reported a position in Eaton in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Eaton position peaked at $11.9K in Q3 2023.
  • 1,815 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.