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Ten Capital Wealth Advisors’s Eaton ETN Stock Holding History

Ten Capital 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
Q2 		– Sell
-243
Closed -$41.6K – 288
2023
Q1 		$41.6K Hold
243
– – 0.01% 239
2022
Q4 		$38.1K Hold
243
– – 0.02% 188
2022
Q3 		$32K Buy
+243
New +$34K 0.01% 193

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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Geode Capital Management
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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ten Capital Wealth Advisors's ETN Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Eaton (ETN) in Q2 2023, closing a stake of 243 shares — an estimated $41.6K sold.

Ten Capital Wealth Advisors first reported a position in ETN in Q3 2022 and held it in 3 quarters. The position peaked at $41.6K in Q1 2023. 1,622 funds tracked by Wall St. Rank hold ETN as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Eaton position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 243 Eaton shares in Q2 2023, an estimated $41.6K.
  • Ten Capital Wealth Advisors first reported a position in Eaton in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Eaton position peaked at $41.6K in Q1 2023.
  • 1,622 funds tracked by Wall St. Rank held Eaton as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.