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Cassady Schiller Wealth Management’s EQT Corp EQT Stock Holding History

Cassady Schiller 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
2024
Q4 		$14K Buy
303
+38
+14% +$1.57K 0.01% 315
2024
Q3 		$9.71K Hold
265
– – ﹤0.01% 320
2024
Q2 		$9.8K Hold
265
– – ﹤0.01% 316
2024
Q1 		$9.82K Hold
265
– – ﹤0.01% 335
2023
Q4 		$10.2K Hold
265
– – 0.01% 322
2023
Q3 		$10.8K Hold
265
– – 0.01% 324
2023
Q2 		$10.9K Buy
+265
New +$9.37K 0.01% 331

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cassady Schiller Wealth Management's EQT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its EQT Corp (EQT) stake by 14% in Q4 2024, buying an estimated $1.57K and bringing the position to 303 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #315.

Cassady Schiller Wealth Management first reported a position in EQT in Q2 2023 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold EQT as of Q4 2024.

  • Cassady Schiller Wealth Management held 303 shares of EQT Corp worth $14K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 38 EQT Corp shares in Q4 2024, an estimated $1.57K.
  • EQT Corp made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #315 holding.
  • Cassady Schiller Wealth Management first reported a position in EQT Corp in Q2 2023 and has held it in 7 quarters since.
  • 881 funds tracked by Wall St. Rank held EQT Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.