Wipfli Financial Advisors’s Entergy ETR Stock Holding History

Wipfli Financial 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
2022 Q3	$291K	Buy	+5,778	New	+$331K	0.02%	332

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wipfli Financial Advisors's ETR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Entergy (ETR) in Q3 2022: 5,778 shares worth $291K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings.

703 funds tracked by Wall St. Rank hold ETR as of Q3 2022.

Wipfli Financial Advisors held 5,778 shares of Entergy worth $291K as of Q3 2022.
Entergy was a new Wipfli Financial Advisors position in Q3 2022.
Entergy made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #332 holding.
703 funds tracked by Wall St. Rank held Entergy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.