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Accel Wealth Management’s EQT Corp EQT Stock Holding History

Accel Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,157
Closed -$68.8K – 378
2023
Q1 		$68.8K Buy
2,157
+354
+20% +$11.4K 0.03% 405
2022
Q4 		$61K Buy
1,803
+3
+0.2% +$120 0.03% 326
2022
Q3 		$81K Buy
+1,800
New +$78.1K 0.04% 278
2022
Q1 		– Sell
-500
Closed -$11K – 939
2021
Q4 		$11K Hold
500
– – 0.01% 693
2021
Q3 		$10K Buy
+500
New +$9.67K 0.01% 635

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's EQT Position: Q2 2023 in Review

Accel Wealth Management sold out of EQT Corp (EQT) in Q2 2023, closing a stake of 2,157 shares — an estimated $68.8K sold.

Accel Wealth Management first reported a position in EQT in Q3 2021 and held it in 5 quarters. The position peaked at $81K in Q3 2022. 629 funds tracked by Wall St. Rank hold EQT as of Q2 2023.

  • Accel Wealth Management reported no remaining EQT Corp position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,157 EQT Corp shares in Q2 2023, an estimated $68.8K.
  • Accel Wealth Management first reported a position in EQT Corp in Q3 2021 and held it in 5 quarters.
  • Accel Wealth Management's EQT Corp position peaked at $81K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held EQT Corp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.