BerganKDV Wealth Management’s EQT Corp EQT Stock Holding History

BerganKDV 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 Q2	–	Sell	-23	Closed	-$734	–	929
2023 Q1	$734	Hold	23	–	–	﹤0.01%	939
2022 Q4	$778	Hold	23	–	–	﹤0.01%	909
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	878
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	891
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	914
2021 Q4	$1K	Sell	23 -54	-70%	-$1.13K	﹤0.01%	974
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	874
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	806
2021 Q1	$1K	Hold	77	–	–	﹤0.01%	844
2020 Q4	$1K	Hold	77	–	–	﹤0.01%	845
2020 Q3	$1K	Hold	77	–	–	﹤0.01%	787
2020 Q2	$1K	Hold	77	–	–	﹤0.01%	844
2020 Q1	$1K	Hold	77	–	–	﹤0.01%	814
2019 Q4	$1K	Buy	+77	New	+$753	﹤0.01%	839

Other funds holding EQT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's EQT Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of EQT Corp (EQT) in Q2 2023, closing a stake of 23 shares — an estimated $734 sold.

BerganKDV Wealth Management first reported a position in EQT in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q3 2021. 629 funds tracked by Wall St. Rank hold EQT as of Q2 2023.

BerganKDV Wealth Management reported no remaining EQT Corp position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 23 EQT Corp shares in Q2 2023, an estimated $734.
BerganKDV Wealth Management first reported a position in EQT Corp in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's EQT Corp position peaked at $2K in Q3 2021.
629 funds tracked by Wall St. Rank held EQT Corp as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.