Simplicity Wealth’s ENI E Stock Holding History

Simplicity Wealth’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,209	Closed	-$530K	–	689
2024 Q2	$530K	Buy	17,209 +1,873	+12%	+$59.4K	0.01%	736
2024 Q1	$486K	Buy	+15,336	New	+$486K	0.01%	748

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Wealth's E Position: Q3 2024 in Review

Simplicity Wealth sold out of ENI (E) in Q3 2024, closing a stake of 17,209 shares — an estimated $530K sold.

Simplicity Wealth first reported a position in E in Q1 2024 and held it in 2 quarters. The position peaked at $530K in Q2 2024. 210 funds tracked by Wall St. Rank hold E as of Q3 2024.

Simplicity Wealth reported no remaining ENI position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 17,209 ENI shares in Q3 2024, an estimated $530K.
Simplicity Wealth first reported a position in ENI in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's ENI position peaked at $530K in Q2 2024.
210 funds tracked by Wall St. Rank held ENI as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.