WealthPLAN Partners’s Entergy ETR Stock Holding History

WealthPLAN 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 Q3	–	Sell	-1,296	Closed	-$63.1K	–	553
2023 Q2	$63.1K	Hold	1,296	–	–	0.01%	472
2023 Q1	$69.8K	Buy	+1,296	New	+$68.8K	0.01%	495

Other funds holding ETR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's ETR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Entergy (ETR) in Q3 2023, closing a stake of 1,296 shares — an estimated $63.1K sold.

WealthPLAN Partners first reported a position in ETR in Q1 2023 and held it in 2 quarters. The position peaked at $69.8K in Q1 2023. 774 funds tracked by Wall St. Rank hold ETR as of Q3 2023.

WealthPLAN Partners reported no remaining Entergy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,296 Entergy shares in Q3 2023, an estimated $63.1K.
WealthPLAN Partners first reported a position in Entergy in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Entergy position peaked at $69.8K in Q1 2023.
774 funds tracked by Wall St. Rank held Entergy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.