CSWM
ETRN

Cassady Schiller Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Cassady Schiller Wealth Management’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
2022
Q1 		– Sell
-25
Closed – – 635
2021
Q4 		$0 Buy
+25
New +$259 ﹤0.01% 658

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's ETRN Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2022, closing a stake of 25 shares.

Cassady Schiller Wealth Management first reported a position in ETRN in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 315 funds tracked by Wall St. Rank hold ETRN as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 25 Equitrans Midstream Corporation Common Stock shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Equitrans Midstream Corporation Common Stock position peaked at $0 in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.