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Bartlett & Co Wealth Management’s Equinor EQNR Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q3 		– Sell
-49
Closed -$1.04K – 979
2021
Q2 		$1.04K Hold
49
– – ﹤0.01% 947
2021
Q1 		$954 Hold
49
– – ﹤0.01% 979
2020
Q4 		$805 Buy
+49
New +$741 ﹤0.01% 1085

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bartlett & Co Wealth Management's EQNR Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Equinor (EQNR) in Q3 2021, closing a stake of 49 shares — an estimated $1.04K sold.

Bartlett & Co Wealth Management first reported a position in EQNR in Q4 2020 and held it in 3 quarters. The position peaked at $1.04K in Q2 2021. 247 funds tracked by Wall St. Rank hold EQNR as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Equinor position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 49 Equinor shares in Q3 2021, an estimated $1.04K.
  • Bartlett & Co Wealth Management first reported a position in Equinor in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Equinor position peaked at $1.04K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Equinor as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.