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TFO Wealth Partners’s Eaton ETN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$938 – 277
2024
Q1 		$938 Sell
3
-5
-63% -$1.37K ﹤0.01% 171
2023
Q4 		$1.93K Hold
8
– – ﹤0.01% 134
2023
Q3 		$1.61K Buy
8
+5
+167% +$1.08K ﹤0.01% 224
2023
Q2 		$603 Hold
3
– – ﹤0.01% 257
2023
Q1 		$514 Buy
3
+1
+50% +$166 ﹤0.01% 239
2022
Q4 		$25 Buy
+2
New +$307 ﹤0.01% 903
2022
Q3 		– Sell
-11
Closed -$1K – 252
2022
Q2 		$1K Sell
11
-243
-96% -$34K ﹤0.01% 403
2022
Q1 		$39K Buy
+254
New +$39.8K 0.01% 78

Other funds holding ETN

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TFO Wealth Partners's ETN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Eaton (ETN) in Q2 2024, closing a stake of 3 shares — an estimated $938 sold.

TFO Wealth Partners first reported a position in ETN in Q1 2022 and held it in 8 quarters. The position peaked at $39K in Q1 2022. 2,075 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Eaton shares in Q2 2024, an estimated $938.
  • TFO Wealth Partners first reported a position in Eaton in Q1 2022 and held it in 8 quarters.
  • TFO Wealth Partners's Eaton position peaked at $39K in Q1 2022.
  • 2,075 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.