Altium Wealth Management’s Equinor EQNR Stock Holding History

Altium Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$949K	Sell	27,315 -876	-3%	-$31.3K	0.07%	165
2022 Q1	$1.06M	Sell	28,191 -14	-0%	-$435	0.07%	150
2021 Q4	$743K	Buy	28,205 +234	+0.8%	+$6.18K	0.05%	191
2021 Q3	$713K	Hold	27,971	–	–	0.05%	176
2021 Q2	$593K	Sell	27,971 -619	-2%	-$13K	0.04%	199
2021 Q1	$556K	Sell	28,590 -892	-3%	-$16.9K	0.04%	197
2020 Q4	$484K	Sell	29,482 -12,874	-30%	-$195K	0.04%	203
2020 Q3	$596K	Buy	42,356 +4,969	+13%	+$76.7K	0.06%	136
2020 Q2	$541K	Buy	37,387 +10,688	+40%	+$150K	0.06%	146
2020 Q1	$325K	Buy	+26,699	New	+$431K	0.04%	194

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

Altium Wealth Management's EQNR Position: Q2 2022 in Review

Altium Wealth Management reduced its Equinor (EQNR) stake by 3.1% in Q2 2022, selling an estimated $31.3K and leaving 27,315 shares worth $949K. The position accounts for 0.07% of the portfolio, ranked #165.

Altium Wealth Management first reported a position in EQNR in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2022. 333 funds tracked by Wall St. Rank hold EQNR as of Q2 2022.

Altium Wealth Management held 27,315 shares of Equinor worth $949K as of Q2 2022.
Altium Wealth Management sold 876 Equinor shares in Q2 2022, an estimated $31.3K.
Equinor made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #165 holding.
Altium Wealth Management first reported a position in Equinor in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Equinor position peaked at $1.06M in Q1 2022.
333 funds tracked by Wall St. Rank held Equinor as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.