WIA
EDP

Wetzel Investment Advisors’s EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) EDP Stock Holding History

Wetzel Investment Advisors’s Portfolio EDP Stock Details EDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-60
Closed -$2.33K – 1017
2024
Q1 		$2.33K Hold
60
– – ﹤0.01% 818
2023
Q4 		$3K Buy
+60
New +$3K ﹤0.01% 828

Other funds holding EDP

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wetzel Investment Advisors's EDP Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) (EDP) in Q2 2024, closing a stake of 60 shares — an estimated $2.33K sold.

Wetzel Investment Advisors first reported a position in EDP in Q4 2023 and held it in 2 quarters. The position peaked at $3K in Q4 2023. 4 funds tracked by Wall St. Rank hold EDP as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 60 EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) shares in Q2 2024, an estimated $2.33K.
  • Wetzel Investment Advisors first reported a position in EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position peaked at $3K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.