EWS
EQT icon

Evergreen Wealth Solutions’s EQT Corp EQT Stock Holding History

Evergreen Wealth Solutions’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
Q3 		– Sell
-7,833
Closed -$290K – 113
2024
Q2 		$290K Sell
7,833
-1,743
-18% -$68.3K 0.21% 91
2024
Q1 		$355K Sell
9,576
-3,021
-24% -$108K 0.26% 81
2023
Q4 		$487K Sell
12,597
-1,806
-13% -$73.2K 0.42% 65
2023
Q3 		$584K Sell
14,403
-720
-5% -$29.8K 0.59% 47
2023
Q2 		$622K Buy
15,123
+652
+5% +$23.1K 0.63% 48
2023
Q1 		$462K Buy
14,471
+1,810
+14% +$58.1K 0.53% 62
2022
Q4 		$428K Buy
12,661
+3,726
+42% +$150K 0.56% 58
2022
Q3 		$364K Buy
+8,935
New +$387K 0.52% 63

Other funds holding EQT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evergreen Wealth Solutions's EQT Position: Q3 2024 in Review

Evergreen Wealth Solutions sold out of EQT Corp (EQT) in Q3 2024, closing a stake of 7,833 shares — an estimated $290K sold.

Evergreen Wealth Solutions first reported a position in EQT in Q3 2022 and held it in 8 quarters. The position peaked at $622K in Q2 2023. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Evergreen Wealth Solutions reported no remaining EQT Corp position as of Q3 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 7,833 EQT Corp shares in Q3 2024, an estimated $290K.
  • Evergreen Wealth Solutions first reported a position in EQT Corp in Q3 2022 and held it in 8 quarters.
  • Evergreen Wealth Solutions's EQT Corp position peaked at $622K in Q2 2023.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.