AWE
EQNR icon

Avidian Wealth Enterprises’s Equinor EQNR Stock Holding History

Avidian Wealth Enterprises’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
2023
Q2 		– Sell
-9,351
Closed -$266K – 435
2023
Q1 		$266K Sell
9,351
-1,034
-10% -$31.2K 0.01% 408
2022
Q4 		$372K Sell
10,385
-118
-1% -$4.23K 0.02% 320
2022
Q3 		$348K Buy
10,503
+611
+6% +$22K 0.03% 297
2022
Q2 		$344K Buy
9,892
+54
+0.5% +$1.93K 0.02% 326
2022
Q1 		$369K Buy
+9,838
New +$306K 0.02% 356

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avidian Wealth Enterprises's EQNR Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Equinor (EQNR) in Q2 2023, closing a stake of 9,351 shares — an estimated $266K sold.

Avidian Wealth Enterprises first reported a position in EQNR in Q1 2022 and held it in 5 quarters. The position peaked at $372K in Q4 2022. 320 funds tracked by Wall St. Rank hold EQNR as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Equinor position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,351 Equinor shares in Q2 2023, an estimated $266K.
  • Avidian Wealth Enterprises first reported a position in Equinor in Q1 2022 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Equinor position peaked at $372K in Q4 2022.
  • 320 funds tracked by Wall St. Rank held Equinor as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.