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Connectus Wealth’s EQT Corp EQT Stock Holding History

Connectus Wealth’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$774K Sell
20,878
-2,310
-10% -$82.7K 0.02% 253
2023
Q4 		$896K Buy
23,188
+514
+2% +$20.8K 0.02% 350
2023
Q3 		$920K Buy
+22,674
New +$939K 0.02% 322

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Connectus Wealth's EQT Position: Q1 2024 in Review

Connectus Wealth reduced its EQT Corp (EQT) stake by 10% in Q1 2024, selling an estimated $82.7K and leaving 20,878 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #253.

Connectus Wealth first reported a position in EQT in Q3 2023 and has held it in 3 quarters since. The position peaked at $920K in Q3 2023. 651 funds tracked by Wall St. Rank hold EQT as of Q1 2024.

  • Connectus Wealth held 20,878 shares of EQT Corp worth $774K as of Q1 2024.
  • Connectus Wealth sold 2,310 EQT Corp shares in Q1 2024, an estimated $82.7K.
  • EQT Corp made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #253 holding.
  • Connectus Wealth first reported a position in EQT Corp in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's EQT Corp position peaked at $920K in Q3 2023.
  • 651 funds tracked by Wall St. Rank held EQT Corp as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.