CFM Wealth Partners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

CFM Wealth Partners’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
2024 Q3	–	Sell	-69,891	Closed	-$907K	–	151
2024 Q2	$907K	Hold	69,891	–	–	0.17%	79
2024 Q1	$873K	Sell	69,891 -464	-0.7%	-$4.98K	0.18%	80
2023 Q4	$716K	Hold	70,355	–	–	0.16%	90
2023 Q3	$659K	Hold	70,355	–	–	0.17%	85
2023 Q2	$673K	Hold	70,355	–	–	0.16%	94
2023 Q1	$407K	Buy	70,355 +5,718	+9%	+$36.6K	0.11%	121
2022 Q4	$433K	Hold	64,637	–	–	0.13%	120
2022 Q3	$483K	Hold	64,637	–	–	0.15%	97
2022 Q2	$411K	Sell	64,637 -2,987	-4%	-$23K	0.12%	121
2022 Q1	$571K	Hold	67,624	–	–	0.14%	105
2021 Q4	$700K	Hold	67,624	–	–	0.16%	101
2021 Q3	$685K	Sell	67,624 -757	-1%	-$6.67K	0.17%	96
2021 Q2	$582K	Hold	68,381	–	–	0.15%	93
2021 Q1	$558K	Hold	68,381	–	–	0.17%	92
2020 Q4	$550K	Hold	68,381	–	–	0.18%	85
2020 Q3	$578K	Buy	68,381 +2	+0%	+$20	0.21%	78
2020 Q2	$568K	Buy	+68,379	New	+$538K	0.22%	79

Other funds holding ETRN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

CFM Wealth Partners's ETRN Position: Q3 2024 in Review

CFM Wealth Partners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 69,891 shares — an estimated $907K sold.

CFM Wealth Partners first reported a position in ETRN in Q2 2020 and held it in 17 quarters. The position peaked at $907K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

CFM Wealth Partners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
CFM Wealth Partners sold 69,891 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $907K.
CFM Wealth Partners first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2020 and held it in 17 quarters.
CFM Wealth Partners's Equitrans Midstream Corporation Common Stock position peaked at $907K in Q2 2024.
5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on CFM Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.