CWS
ETRN

Confluence Wealth Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Confluence Wealth Services’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
-2,686
Closed -$27K – 1237
2021
Q4 		$27K Buy
+2,686
New +$27.8K 0.01% 651

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Confluence Wealth Services's ETRN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2022, closing a stake of 2,686 shares — an estimated $27K sold.

Confluence Wealth Services first reported a position in ETRN in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 315 funds tracked by Wall St. Rank hold ETRN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,686 Equitrans Midstream Corporation Common Stock shares in Q1 2022, an estimated $27K.
  • Confluence Wealth Services first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Equitrans Midstream Corporation Common Stock position peaked at $27K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.