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Selective Wealth Management’s CenterPoint Energy CNP Stock Holding History

Selective 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
2022
Q4 		– Sell
-250
Closed -$7K – 223
2022
Q3 		$7K Hold
250
– – ﹤0.01% 557
2022
Q2 		$7K Hold
250
– – ﹤0.01% 597
2022
Q1 		$8K Hold
250
– – ﹤0.01% 552
2021
Q4 		$7K Hold
250
– – ﹤0.01% 514
2021
Q3 		$6K Buy
250
+150
+150% +$3.84K ﹤0.01% 470
2021
Q2 		$2K Hold
100
– – ﹤0.01% 455
2021
Q1 		$2K Hold
100
– – ﹤0.01% 354
2020
Q4 		$2K Buy
+100
New +$2.22K ﹤0.01% 333
2019
Q4 		– Sell
-138
Closed -$4K – 328
2019
Q3 		$4K Buy
+138
New +$3.98K 0.01% 237

Other funds holding CNP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return