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Strategic Financial Concepts’s Eaton ETN Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-70,288
Closed -$40.3K – 373
2024
Q2 		$40.3K Buy
+70,288
New +$22.7M 0.02% 260

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Financial Concepts's ETN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Eaton (ETN) in Q3 2024, closing a stake of 70,288 shares — an estimated $40.3K sold.

Strategic Financial Concepts first reported a position in ETN in Q2 2024 and held it in 1 quarter. The position peaked at $40.3K in Q2 2024. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Eaton position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 70,288 Eaton shares in Q3 2024, an estimated $40.3K.
  • Strategic Financial Concepts first reported a position in Eaton in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Eaton position peaked at $40.3K in Q2 2024.
  • 2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.