TFO Wealth Partners’s Entergy ETR Stock Holding History

TFO Wealth Partners’s Portfolio ETR Stock Details ETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$195	–	980
2023 Q3	$195	Buy	+4	New	+$195	﹤0.01%	811

Other funds holding ETR

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's ETR Position: Q4 2023 in Review

TFO Wealth Partners sold out of Entergy (ETR) in Q4 2023, closing a stake of 4 shares — an estimated $195 sold.

TFO Wealth Partners first reported a position in ETR in Q3 2023 and held it in 1 quarter. The position peaked at $195 in Q3 2023. 841 funds tracked by Wall St. Rank hold ETR as of Q4 2023.

TFO Wealth Partners reported no remaining Entergy position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 4 Entergy shares in Q4 2023, an estimated $195.
TFO Wealth Partners first reported a position in Entergy in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Entergy position peaked at $195 in Q3 2023.
841 funds tracked by Wall St. Rank held Entergy as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.