Corient Private Wealth
ETRN

Corient Private Wealth’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Corient Private Wealth’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
-29,121
Closed -$378K – 2583
2024
Q2 		$378K Sell
29,121
-186
-0.6% -$2.5K ﹤0.01% 1784
2024
Q1 		$366K Buy
29,307
+1,790
+7% +$19.2K ﹤0.01% 1786
2023
Q4 		$280K Buy
27,517
+6,893
+33% +$64.8K ﹤0.01% 1896
2023
Q3 		$193K Buy
20,624
+5,544
+37% +$52.9K ﹤0.01% 1932
2023
Q2 		$144K Buy
15,080
+3,039
+25% +$20.4K ﹤0.01% 1936
2023
Q1 		$69.6K Buy
+12,041
New +$77.2K ﹤0.01% 1918

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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

Corient Private Wealth's ETRN Position: Q3 2024 in Review

Corient Private Wealth sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 29,121 shares — an estimated $378K sold.

Corient Private Wealth first reported a position in ETRN in Q1 2023 and held it in 6 quarters. The position peaked at $378K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Corient Private Wealth reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 29,121 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $378K.
  • Corient Private Wealth first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2023 and held it in 6 quarters.
  • Corient Private Wealth's Equitrans Midstream Corporation Common Stock position peaked at $378K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.