WR Wealth Planners’s ENI E Stock Holding History

WR Wealth Planners’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.11K	Hold	77	–	–	﹤0.01%	850
2024 Q3	$2.33K	Sell	77 -57	-43%	-$1.79K	﹤0.01%	877
2024 Q2	$4.13K	Hold	134	–	–	﹤0.01%	751
2024 Q1	$4.25K	Buy	+134	New	+$4.25K	﹤0.01%	751
2023 Q4	–	Sell	-241	Closed	-$7.69K	–	366
2023 Q3	$7.69K	Hold	241	–	–	﹤0.01%	616
2023 Q2	$6.94K	Hold	241	–	–	﹤0.01%	628
2023 Q1	$6.75K	Buy	+241	New	+$7.06K	﹤0.01%	639

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WR Wealth Planners's E Position: Q4 2024 in Review

WR Wealth Planners held its ENI (E) position steady in Q4 2024 at 77 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

WR Wealth Planners first reported a position in E in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.69K in Q3 2023. 213 funds tracked by Wall St. Rank hold E as of Q4 2024.

WR Wealth Planners held 77 shares of ENI worth $2.11K as of Q4 2024.
WR Wealth Planners left its ENI share count unchanged in Q4 2024.
ENI made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #850 holding.
WR Wealth Planners first reported a position in ENI in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's ENI position peaked at $7.69K in Q3 2023.
213 funds tracked by Wall St. Rank held ENI as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.