BFS
ETRN

Bard Financial Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Bard Financial Services’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
2024
Q3 		– Sell
-146,015
Closed -$1.9M – 232
2024
Q2 		$1.9M Sell
146,015
-17,400
-11% -$233K 0.2% 91
2024
Q1 		$2.04M Sell
163,415
-8,535
-5% -$91.6K 0.22% 91
2023
Q4 		$1.75M Buy
171,950
+43,187
+34% +$406K 0.2% 93
2023
Q3 		$1.21M Buy
128,763
+58,963
+84% +$563K 0.15% 105
2023
Q2 		$667K Buy
69,800
+7,900
+13% +$53K 0.05% 193
2023
Q1 		$358K Buy
61,900
+45,900
+287% +$294K 0.03% 239
2022
Q4 		$107K Buy
+16,000
New +$124K 0.01% 291

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Bard Financial Services's ETRN Position: Q3 2024 in Review

Bard Financial Services sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 146,015 shares — an estimated $1.9M sold.

Bard Financial Services first reported a position in ETRN in Q4 2022 and held it in 7 quarters. The position peaked at $2.04M in Q1 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Bard Financial Services reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bard Financial Services sold 146,015 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $1.9M.
  • Bard Financial Services first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2022 and held it in 7 quarters.
  • Bard Financial Services's Equitrans Midstream Corporation Common Stock position peaked at $2.04M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.