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Capital Wealth Planning’s Equinor EQNR Stock Holding History

Capital Wealth Planning’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
2024
Q1 		– Sell
-42,675
Closed -$1.35M – 149
2023
Q4 		$1.35M Buy
42,675
+30,883
+262% +$1,000K 0.02% 74
2023
Q3 		$387K Buy
+11,792
New +$366K ﹤0.01% 116
2023
Q2 		– Sell
-14,751
Closed -$419K – 136
2023
Q1 		$419K Buy
+14,751
New +$445K 0.01% 108
2014
Q1 		– Sell
-10,000
Closed -$246K – 128
2013
Q4 		$246K Hold
10,000
– – 0.3% 45
2013
Q3 		$227K Hold
10,000
– – 0.1% 122
2013
Q2 		$207K Buy
+10,000
New +$230K 0.16% 57

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Capital Wealth Planning's EQNR Position: Q1 2024 in Review

Capital Wealth Planning sold out of Equinor (EQNR) in Q1 2024, closing a stake of 42,675 shares — an estimated $1.35M sold.

Capital Wealth Planning first reported a position in EQNR in Q2 2013 and held it in 6 quarters. The position peaked at $1.35M in Q4 2023. 333 funds tracked by Wall St. Rank hold EQNR as of Q1 2024.

  • Capital Wealth Planning reported no remaining Equinor position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 42,675 Equinor shares in Q1 2024, an estimated $1.35M.
  • Capital Wealth Planning first reported a position in Equinor in Q2 2013 and held it in 6 quarters.
  • Capital Wealth Planning's Equinor position peaked at $1.35M in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Equinor as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.