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Castle Wealth Management’s Equinor EQNR Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-36
Closed -$1K – 273
2022
Q3 		$1K Sell
36
-20
-36% -$722 ﹤0.01% 621
2022
Q2 		$2K Buy
+56
New +$2K ﹤0.01% 564

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Castle Wealth Management's EQNR Position: Q4 2022 in Review

Castle Wealth Management sold out of Equinor (EQNR) in Q4 2022, closing a stake of 36 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in EQNR in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 364 funds tracked by Wall St. Rank hold EQNR as of Q4 2022.

  • Castle Wealth Management reported no remaining Equinor position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 36 Equinor shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Equinor in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Equinor position peaked at $2K in Q2 2022.
  • 364 funds tracked by Wall St. Rank held Equinor as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.