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WealthShield Partners’s CenterPoint Energy CNP Stock Holding History

WealthShield Partners’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-737
Closed -$18K – 322
2021
Q2 		$18K Sell
737
-173
-19% -$4.25K ﹤0.01% 664
2021
Q1 		$21K Buy
+910
New +$19.4K ﹤0.01% 651

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthShield Partners's CNP Position: Q3 2021 in Review

WealthShield Partners sold out of CenterPoint Energy (CNP) in Q3 2021, closing a stake of 737 shares — an estimated $18K sold.

WealthShield Partners first reported a position in CNP in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 523 funds tracked by Wall St. Rank hold CNP as of Q3 2021.

  • WealthShield Partners reported no remaining CenterPoint Energy position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 737 CenterPoint Energy shares in Q3 2021, an estimated $18K.
  • WealthShield Partners first reported a position in CenterPoint Energy in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's CenterPoint Energy position peaked at $21K in Q1 2021.
  • 523 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.