BIA
ETRN

Bell Investment Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Bell Investment Advisors’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
-162
Closed -$2.1K – 1965
2024
Q2 		$2.1K Hold
162
– – ﹤0.01% 1328
2024
Q1 		$2.02K Sell
162
-9
-5% -$97 ﹤0.01% 1356
2023
Q4 		$1.74K Buy
171
+56
+49% +$527 ﹤0.01% 1390
2023
Q3 		$1.08K Sell
115
-59
-34% -$563 ﹤0.01% 1545
2023
Q2 		$1.66K Buy
174
+90
+107% +$604 ﹤0.01% 1390
2023
Q1 		$486 Sell
84
-75
-47% -$481 ﹤0.01% 1844
2022
Q4 		$1.06K Sell
159
-3
-2% -$23 ﹤0.01% 1551
2022
Q3 		$1K Buy
162
+20
+14% +$167 ﹤0.01% 1659
2022
Q2 		$1K Buy
+142
New +$1.1K ﹤0.01% 1680
2021
Q4 		$3K Hold
306
– – ﹤0.01% 1063
2021
Q3 		$3K Buy
+306
New +$2.7K ﹤0.01% 994

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 $59.2B AUM 26.02% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Bell Investment Advisors's ETRN Position: Q3 2024 in Review

Bell Investment Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 162 shares — an estimated $2.1K sold.

Bell Investment Advisors first reported a position in ETRN in Q3 2021 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Bell Investment Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 162 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $2.1K.
  • Bell Investment Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2021 and held it in 11 quarters.
  • Bell Investment Advisors's Equitrans Midstream Corporation Common Stock position peaked at $3K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.