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Safeguard Investment Advisory Group’s CenterPoint Energy CNP Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-242
Closed -$5K – 196
2020
Q4 		$5K Buy
+242
New +$5.37K ﹤0.01% 523

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Safeguard Investment Advisory Group's CNP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of CenterPoint Energy (CNP) in Q1 2021, closing a stake of 242 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in CNP in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 531 funds tracked by Wall St. Rank hold CNP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining CenterPoint Energy position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 242 CenterPoint Energy shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in CenterPoint Energy in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's CenterPoint Energy position peaked at $5K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.