AWA
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Arete Wealth Advisors’s Equinor EQNR Stock Holding History

Arete Wealth Advisors’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
2024
Q3 		– Sell
-7,517
Closed -$215K – 743
2024
Q2 		$215K Buy
+7,517
New +$210K 0.02% 635
2024
Q1 		– Sell
-7,819
Closed -$247K – 474
2023
Q4 		$247K Buy
7,819
+714
+10% +$23.1K 0.02% 599
2023
Q3 		$233K Hold
7,105
– – 0.04% 400
2023
Q2 		$208K Sell
7,105
-730
-9% -$20.8K 0.02% 584
2023
Q1 		$223K Sell
7,835
-1,111
-12% -$33.5K 0.02% 550
2022
Q4 		$320K Sell
8,946
-128
-1% -$4.59K 0.03% 439
2022
Q3 		$300K Buy
+9,074
New +$327K 0.03% 402
2022
Q2 		– Sell
-8,368
Closed -$314K – 484
2022
Q1 		$314K Buy
+8,368
New +$260K 0.03% 364

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arete Wealth Advisors's EQNR Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Equinor (EQNR) in Q3 2024, closing a stake of 7,517 shares — an estimated $215K sold.

Arete Wealth Advisors first reported a position in EQNR in Q1 2022 and held it in 8 quarters. The position peaked at $320K in Q4 2022. 309 funds tracked by Wall St. Rank hold EQNR as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Equinor position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,517 Equinor shares in Q3 2024, an estimated $215K.
  • Arete Wealth Advisors first reported a position in Equinor in Q1 2022 and held it in 8 quarters.
  • Arete Wealth Advisors's Equinor position peaked at $320K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Equinor as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.