EverSource Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

EverSource Wealth Advisors’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 Q2	–	Sell	-4,394	Closed	-$59.5K	–	3166
2024 Q1	$59.5K	Buy	4,394 +260	+6%	+$2.79K	﹤0.01%	904
2023 Q4	$42.1K	Buy	4,134 +25	+0.6%	+$235	﹤0.01%	963
2023 Q3	$38.5K	Sell	4,109 -283	-6%	-$2.7K	﹤0.01%	914
2023 Q2	$42K	Buy	4,392 +467	+12%	+$3.13K	﹤0.01%	904
2023 Q1	$22.7K	Buy	3,925 +392	+11%	+$2.51K	﹤0.01%	1036
2022 Q4	$23.7K	Sell	3,533 -408	-10%	-$3.16K	﹤0.01%	1014
2022 Q3	$29K	Sell	3,941 -654	-14%	-$5.47K	0.01%	788
2022 Q2	$29K	Buy	4,595 +384	+9%	+$2.96K	0.01%	738
2022 Q1	$36K	Buy	4,211 +3,531	+519%	+$29.1K	0.01%	531
2021 Q4	$7K	Buy	+680	New	+$7.05K	﹤0.01%	1148

Other funds holding ETRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EverSource Wealth Advisors's ETRN Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2024, closing a stake of 4,394 shares — an estimated $59.5K sold.

EverSource Wealth Advisors first reported a position in ETRN in Q4 2021 and held it in 10 quarters. The position peaked at $59.5K in Q1 2024. 375 funds tracked by Wall St. Rank hold ETRN as of Q2 2024.

EverSource Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 4,394 Equitrans Midstream Corporation Common Stock shares in Q2 2024, an estimated $59.5K.
EverSource Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2021 and held it in 10 quarters.
EverSource Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $59.5K in Q1 2024.
375 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.