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True Link Financial Advisors’s Energizer ENR Stock Holding History

True Link Financial Advisors’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,641
Closed -$69K – 695
2020
Q4 		$69K Buy
+1,641
New +$69.3K 0.01% 491

Other funds holding ENR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

True Link Financial Advisors's ENR Position: Q1 2021 in Review

True Link Financial Advisors sold out of Energizer (ENR) in Q1 2021, closing a stake of 1,641 shares — an estimated $69K sold.

True Link Financial Advisors first reported a position in ENR in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 293 funds tracked by Wall St. Rank hold ENR as of Q1 2021.

  • True Link Financial Advisors reported no remaining Energizer position as of Q1 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 1,641 Energizer shares in Q1 2021, an estimated $69K.
  • True Link Financial Advisors first reported a position in Energizer in Q4 2020 and held it in 1 quarter.
  • True Link Financial Advisors's Energizer position peaked at $69K in Q4 2020.
  • 293 funds tracked by Wall St. Rank held Energizer as of Q1 2021.

Based on True Link Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.