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Baystate Wealth Management’s EQT Corp EQT Stock Holding History

Baystate Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.9K Hold
100
– – ﹤0.01% 942
2023
Q3 		$4.07K Buy
+100
New +$4.14K ﹤0.01% 706
2020
Q1 		– Sell
-203
Closed -$2K – 622
2019
Q4 		$2K Buy
+203
New +$1.99K ﹤0.01% 518

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's EQT Position: Q4 2023 in Review

Baystate Wealth Management held its EQT Corp (EQT) position steady in Q4 2023 at 100 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Baystate Wealth Management first reported a position in EQT in Q4 2019 and has held it in 3 quarters since. The position peaked at $4.07K in Q3 2023. 649 funds tracked by Wall St. Rank hold EQT as of Q4 2023.

  • Baystate Wealth Management held 100 shares of EQT Corp worth $3.9K as of Q4 2023.
  • Baystate Wealth Management left its EQT Corp share count unchanged in Q4 2023.
  • EQT Corp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #942 holding.
  • Baystate Wealth Management first reported a position in EQT Corp in Q4 2019 and has held it in 3 quarters since.
  • Baystate Wealth Management's EQT Corp position peaked at $4.07K in Q3 2023.
  • 649 funds tracked by Wall St. Rank held EQT Corp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.