Concord Wealth Partners’s Equinor EQNR Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-49	Closed	-$1.61K	–	880
2023 Q3	$1.61K	Hold	49	–	–	﹤0.01%	900
2023 Q2	$1.43K	Hold	49	–	–	﹤0.01%	906
2023 Q1	$1.39K	Hold	49	–	–	﹤0.01%	859
2022 Q4	$1.75K	Buy	+49	New	+$1.76K	﹤0.01%	965
2022 Q3	–	Sell	-49	Closed	-$2K	–	448
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	1016
2022 Q1	$2K	Hold	49	–	–	﹤0.01%	1089
2021 Q4	$1K	Hold	49	–	–	﹤0.01%	1210
2021 Q3	$1K	Hold	49	–	–	﹤0.01%	822
2021 Q2	$1K	Hold	49	–	–	﹤0.01%	959
2021 Q1	$1K	Buy	+49	New	+$931	﹤0.01%	905

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's EQNR Position: Q4 2023 in Review

Concord Wealth Partners sold out of Equinor (EQNR) in Q4 2023, closing a stake of 49 shares — an estimated $1.61K sold.

Concord Wealth Partners first reported a position in EQNR in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 343 funds tracked by Wall St. Rank hold EQNR as of Q4 2023.

Concord Wealth Partners reported no remaining Equinor position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 49 Equinor shares in Q4 2023, an estimated $1.61K.
Concord Wealth Partners first reported a position in Equinor in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Equinor position peaked at $2K in Q2 2022.
343 funds tracked by Wall St. Rank held Equinor as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.