BSW Wealth Partners’s Equinor EQNR Stock Holding History

BSW Wealth Partners’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
2020 Q4	–	Sell	-11,186	Closed	-$157K	–	185
2020 Q3	$157K	Hold	11,186	–	–	0.06%	148
2020 Q2	$162K	Buy	+11,186	New	+$157K	0.05%	137

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BSW Wealth Partners's EQNR Position: Q4 2020 in Review

BSW Wealth Partners sold out of Equinor (EQNR) in Q4 2020, closing a stake of 11,186 shares — an estimated $157K sold.

BSW Wealth Partners first reported a position in EQNR in Q2 2020 and held it in 2 quarters. The position peaked at $162K in Q2 2020. 238 funds tracked by Wall St. Rank hold EQNR as of Q4 2020.

BSW Wealth Partners reported no remaining Equinor position as of Q4 2020 after selling out during the quarter.
BSW Wealth Partners sold 11,186 Equinor shares in Q4 2020, an estimated $157K.
BSW Wealth Partners first reported a position in Equinor in Q2 2020 and held it in 2 quarters.
BSW Wealth Partners's Equinor position peaked at $162K in Q2 2020.
238 funds tracked by Wall St. Rank held Equinor as of Q4 2020.

Based on BSW Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.