Sargent Bickham Lagudis’s Entergy ETR Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$33.6K	Hold	598	–	–	﹤0.01%	506
2022 Q3	$30K	Sell	598 -60	-9%	-$3.44K	﹤0.01%	497
2022 Q2	$37K	Buy	658 +60	+10%	+$3.53K	﹤0.01%	482
2022 Q1	$35K	Hold	598	–	–	﹤0.01%	522
2021 Q4	$34K	Hold	598	–	–	﹤0.01%	523
2021 Q3	$30K	Hold	598	–	–	﹤0.01%	540
2021 Q2	$30K	Sell	598 -42	-7%	-$2.21K	﹤0.01%	541
2021 Q1	$32K	Sell	640 -64	-9%	-$3.02K	﹤0.01%	512
2020 Q4	$35K	Hold	704	–	–	﹤0.01%	472
2020 Q3	$35K	Hold	704	–	–	﹤0.01%	434
2020 Q2	$33K	Hold	704	–	–	﹤0.01%	415
2020 Q1	$33K	Sell	704 -474	-40%	-$28.1K	﹤0.01%	390
2019 Q4	$71K	Buy	+1,178	New	+$69.4K	0.01%	322

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Bickham Lagudis's ETR Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Entergy (ETR) position steady in Q4 2022 at 598 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Sargent Bickham Lagudis first reported a position in ETR in Q4 2019 and has held it in 13 quarters since. The position peaked at $71K in Q4 2019. 758 funds tracked by Wall St. Rank hold ETR as of Q4 2022.

Sargent Bickham Lagudis held 598 shares of Entergy worth $33.6K as of Q4 2022.
Sargent Bickham Lagudis left its Entergy share count unchanged in Q4 2022.
Entergy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #506 holding.
Sargent Bickham Lagudis first reported a position in Entergy in Q4 2019 and has held it in 13 quarters since.
Sargent Bickham Lagudis's Entergy position peaked at $71K in Q4 2019.
758 funds tracked by Wall St. Rank held Entergy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.