AWM
ETRN

Apollon Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Apollon Wealth Management’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,537
Closed -$111K – 924
2022
Q4 		$111K Buy
16,537
+72
+0.4% +$558 0.01% 808
2022
Q3 		$123K Buy
+16,465
New +$138K 0.01% 754

Other funds holding ETRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Apollon Wealth Management's ETRN Position: Q1 2023 in Review

Apollon Wealth Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2023, closing a stake of 16,537 shares — an estimated $111K sold.

Apollon Wealth Management first reported a position in ETRN in Q3 2022 and held it in 2 quarters. The position peaked at $123K in Q3 2022. 322 funds tracked by Wall St. Rank hold ETRN as of Q1 2023.

  • Apollon Wealth Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 16,537 Equitrans Midstream Corporation Common Stock shares in Q1 2023, an estimated $111K.
  • Apollon Wealth Management first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2022 and held it in 2 quarters.
  • Apollon Wealth Management's Equitrans Midstream Corporation Common Stock position peaked at $123K in Q3 2022.
  • 322 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.