EWP
ETRN

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

Elevation 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
-1,543
Closed -$20K – 546
2024
Q2 		$20K Sell
1,543
-733
-32% -$9.83K 0.01% 289
2024
Q1 		$28.4K Buy
2,276
+69
+3% +$740 0.01% 275
2023
Q4 		$20.7K Hold
2,207
– – 0.01% 281
2023
Q3 		$20.7K Buy
2,207
+33
+2% +$315 0.02% 207
2023
Q2 		$20.8K Buy
2,174
+58
+3% +$389 0.02% 211
2023
Q1 		$12.2K Buy
+2,116
New +$13.6K 0.01% 249

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

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

Elevation Wealth Partners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 1,543 shares — an estimated $20K sold.

Elevation Wealth Partners first reported a position in ETRN in Q1 2023 and held it in 6 quarters. The position peaked at $28.4K in Q1 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Elevation Wealth Partners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,543 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $20K.
  • Elevation Wealth Partners first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2023 and held it in 6 quarters.
  • Elevation Wealth Partners's Equitrans Midstream Corporation Common Stock position peaked at $28.4K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.