Sutton Wealth Advisors’s Eaton ETN Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$21.1K	Hold	99	–	–	0.01%	356
2023 Q2	$19.9K	Hold	99	–	–	0.01%	354
2023 Q1	$17K	Sell	99 -10	-9%	-$1.67K	0.01%	331
2022 Q4	$17.1K	Buy	109 +3	+3%	+$460	0.01%	759
2022 Q3	$14.1K	Sell	106 -31	-23%	-$4.34K	0.01%	780
2022 Q2	$17.3K	Buy	137 +32	+30%	+$4.48K	0.01%	724
2022 Q1	$15.9K	Buy	105 +9	+9%	+$1.41K	0.01%	794
2021 Q4	$16.6K	Hold	96	–	–	0.01%	765
2021 Q3	$14.3K	Buy	96 +2	+2%	+$320	0.01%	797
2021 Q2	$13.9K	Hold	94	–	–	0.01%	809
2021 Q1	$13K	Buy	94 +4	+4%	+$516	0.01%	795
2020 Q4	$10.8K	Buy	90 +6	+7%	+$678	﹤0.01%	788
2020 Q3	$8.57K	Hold	84	–	–	﹤0.01%	787
2020 Q2	$7.35K	Buy	84 +6	+8%	+$494	﹤0.01%	784
2020 Q1	$6.06K	Buy	78 +26	+50%	+$2.38K	﹤0.01%	775
2019 Q4	$4.92K	Hold	52	–	–	﹤0.01%	951
2019 Q3	$4.32K	Hold	52	–	–	﹤0.01%	962
2019 Q2	$4.33K	Sell	52 -18	-26%	-$1.46K	﹤0.01%	957
2019 Q1	$5.64K	Buy	70 +18	+35%	+$1.37K	﹤0.01%	912
2018 Q4	$3.57K	Hold	52	–	–	﹤0.01%	930
2018 Q3	$4.51K	Hold	52	–	–	﹤0.01%	908
2018 Q2	$3.89K	Hold	52	–	–	﹤0.01%	949
2018 Q1	$4.16K	Hold	52	–	–	﹤0.01%	939
2017 Q4	$4.11K	Hold	52	–	–	﹤0.01%	909
2017 Q3	$3.99K	Hold	52	–	–	﹤0.01%	897
2017 Q2	$4.05K	Buy	52 +30	+136%	+$2.29K	﹤0.01%	902
2017 Q1	$1.63K	Hold	22	–	–	﹤0.01%	949
2016 Q4	$1.48K	Hold	22	–	–	﹤0.01%	951
2016 Q3	$1.45K	Hold	22	–	–	﹤0.01%	942
2016 Q2	$1.31K	Hold	22	–	–	﹤0.01%	908
2016 Q1	$1.38K	Buy	+22	New	+$1.22K	﹤0.01%	903

Other funds holding ETN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sutton Wealth Advisors's ETN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Eaton (ETN) position steady in Q3 2023 at 99 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Sutton Wealth Advisors first reported a position in ETN in Q1 2016 and has held it in 31 quarters since. 1,655 funds tracked by Wall St. Rank hold ETN as of Q3 2023.

Sutton Wealth Advisors held 99 shares of Eaton worth $21.1K as of Q3 2023.
Sutton Wealth Advisors left its Eaton share count unchanged in Q3 2023.
Eaton made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #356 holding.
Sutton Wealth Advisors first reported a position in Eaton in Q1 2016 and has held it in 31 quarters since.
1,655 funds tracked by Wall St. Rank held Eaton as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.