EP Wealth Advisors’s Equinor EQNR Stock Holding History

EP Wealth Advisors’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
2022 Q3	–	Sell	-6,330	Closed	-$220K	–	422
2022 Q2	$220K	Sell	6,330 -130	-2%	-$4.65K	0.01%	553
2022 Q1	$242K	Buy	+6,460	New	+$201K	0.01%	528

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EP Wealth Advisors's EQNR Position: Q3 2022 in Review

EP Wealth Advisors sold out of Equinor (EQNR) in Q3 2022, closing a stake of 6,330 shares — an estimated $220K sold.

EP Wealth Advisors first reported a position in EQNR in Q1 2022 and held it in 2 quarters. The position peaked at $242K in Q1 2022. 333 funds tracked by Wall St. Rank hold EQNR as of Q3 2022.

EP Wealth Advisors reported no remaining Equinor position as of Q3 2022 after selling out during the quarter.
EP Wealth Advisors sold 6,330 Equinor shares in Q3 2022, an estimated $220K.
EP Wealth Advisors first reported a position in Equinor in Q1 2022 and held it in 2 quarters.
EP Wealth Advisors's Equinor position peaked at $242K in Q1 2022.
333 funds tracked by Wall St. Rank held Equinor as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.