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Annapolis Financial Services’s EQT Corp EQT Stock Holding History

Annapolis Financial Services’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
2024
Q3 		– Sell
-2,500
Closed -$92.5K – 488
2024
Q2 		$92.5K Hold
2,500
– – 0.03% 120
2024
Q1 		$92.7K Sell
2,500
-8,241
-77% -$295K 0.03% 120
2023
Q4 		$415K Buy
10,741
+1,876
+21% +$76.1K 0.1% 95
2023
Q3 		$360K Buy
+8,865
New +$367K 0.1% 92

Other funds holding EQT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Annapolis Financial Services's EQT Position: Q3 2024 in Review

Annapolis Financial Services sold out of EQT Corp (EQT) in Q3 2024, closing a stake of 2,500 shares — an estimated $92.5K sold.

Annapolis Financial Services first reported a position in EQT in Q3 2023 and held it in 4 quarters. The position peaked at $415K in Q4 2023. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Annapolis Financial Services reported no remaining EQT Corp position as of Q3 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 2,500 EQT Corp shares in Q3 2024, an estimated $92.5K.
  • Annapolis Financial Services first reported a position in EQT Corp in Q3 2023 and held it in 4 quarters.
  • Annapolis Financial Services's EQT Corp position peaked at $415K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.