Advisornet Financial’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Advisornet Financial’s Portfolio TEQI Stock Details TEQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$3.33K	–	2497
2023 Q3	$3.33K	Hold	100	–	–	﹤0.01%	1521
2023 Q2	$3.45K	Hold	100	–	–	﹤0.01%	1588
2023 Q1	$3.35K	Sell	100 -100	-50%	-$3.45K	﹤0.01%	1578
2022 Q4	$6.82K	Sell	200 -1,125	-85%	-$38K	﹤0.01%	1394
2022 Q3	$41K	Buy	+1,325	New	+$44.8K	﹤0.01%	909
2022 Q1	–	Sell	-1,600	Closed	-$58K	–	2199
2021 Q4	$58K	Buy	+1,600	New	+$57.1K	﹤0.01%	958

Other funds holding TEQI

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Advisornet Financial's TEQI Position: Q4 2023 in Review

Advisornet Financial sold out of T. Rowe Price Equity Income ETF (TEQI) in Q4 2023, closing a stake of 100 shares — an estimated $3.33K sold.

Advisornet Financial first reported a position in TEQI in Q4 2021 and held it in 6 quarters. The position peaked at $58K in Q4 2021. 28 funds tracked by Wall St. Rank hold TEQI as of Q4 2023.

Advisornet Financial reported no remaining T. Rowe Price Equity Income ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 100 T. Rowe Price Equity Income ETF shares in Q4 2023, an estimated $3.33K.
Advisornet Financial first reported a position in T. Rowe Price Equity Income ETF in Q4 2021 and held it in 6 quarters.
Advisornet Financial's T. Rowe Price Equity Income ETF position peaked at $58K in Q4 2021.
28 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.