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AJ Wealth Strategies’s EQT Corp EQT Stock Holding History

AJ Wealth Strategies’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 		$216K Buy
+5,263
New +$186K 0.01% 273
2022
Q4 		– Sell
-5,411
Closed -$220K – 306
2022
Q3 		$220K Buy
+5,411
New +$235K 0.01% 270

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

AJ Wealth Strategies's EQT Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in EQT Corp (EQT) in Q2 2023: 5,263 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in EQT as recently as Q3 2022.

AJ Wealth Strategies first reported a position in EQT in Q3 2022 and has held it in 2 quarters since. The position peaked at $220K in Q3 2022. 629 funds tracked by Wall St. Rank hold EQT as of Q2 2023.

  • AJ Wealth Strategies held 5,263 shares of EQT Corp worth $216K as of Q2 2023.
  • EQT Corp was a new AJ Wealth Strategies position in Q2 2023.
  • EQT Corp made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #273 holding.
  • AJ Wealth Strategies first reported a position in EQT Corp in Q3 2022 and has held it in 2 quarters since.
  • AJ Wealth Strategies's EQT Corp position peaked at $220K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held EQT Corp as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.