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Wetzel Investment Advisors’s Entergy ETR Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-44
Closed -$2.33K – 367
2024
Q2 		$2.33K Sell
44
-206
-82% -$11.1K ﹤0.01% 718
2024
Q1 		$13K Buy
250
+12
+5% +$608 0.01% 471
2023
Q4 		$12K Buy
+238
New +$11.6K 0.01% 482

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's ETR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Entergy (ETR) in Q3 2024, closing a stake of 44 shares — an estimated $2.33K sold.

Wetzel Investment Advisors first reported a position in ETR in Q4 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 957 funds tracked by Wall St. Rank hold ETR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Entergy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 44 Entergy shares in Q3 2024, an estimated $2.33K.
  • Wetzel Investment Advisors first reported a position in Entergy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Entergy position peaked at $13K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Entergy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.