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SignalPoint Asset Management’s Eaton ETN Stock Holding History

SignalPoint Asset Management’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
2024
Q4 		$244K Hold
735
– – 0.06% 223
2024
Q3 		$241K Hold
735
– – 0.06% 233
2024
Q2 		$230K Hold
735
– – 0.06% 231
2024
Q1 		$230K Buy
+735
New +$201K 0.06% 221

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SignalPoint Asset Management's ETN Position: Q4 2024 in Review

SignalPoint Asset Management held its Eaton (ETN) position steady in Q4 2024 at 735 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #223.

SignalPoint Asset Management first reported a position in ETN in Q1 2024 and has held it in 4 quarters since. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • SignalPoint Asset Management held 735 shares of Eaton worth $244K as of Q4 2024.
  • SignalPoint Asset Management left its Eaton share count unchanged in Q4 2024.
  • Eaton made up 0.06% of SignalPoint Asset Management's portfolio in Q4 2024, its #223 holding.
  • SignalPoint Asset Management first reported a position in Eaton in Q1 2024 and has held it in 4 quarters since.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.