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Financial Synergies Wealth Advisors’s Equinor EQNR Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-35
Closed -$947 – 185
2024
Q1 		$947 Buy
35
+8
+30% +$219 ﹤0.01% 418
2023
Q4 		$967 Sell
27
-8
-23% -$259 ﹤0.01% 333
2023
Q3 		$1.15K Hold
35
– – ﹤0.01% 356
2023
Q2 		$1.02K Buy
35
+8
+30% +$228 ﹤0.01% 371
2023
Q1 		$768 Hold
27
– – ﹤0.01% 401
2022
Q4 		$967 Sell
27
-19
-41% -$682 ﹤0.01% 333
2022
Q3 		$1.52K Hold
46
– – ﹤0.01% 245
2022
Q2 		$1.6K Buy
+46
New +$1.64K ﹤0.01% 262

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Financial Synergies Wealth Advisors's EQNR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Equinor (EQNR) in Q2 2024, closing a stake of 35 shares — an estimated $947 sold.

Financial Synergies Wealth Advisors first reported a position in EQNR in Q2 2022 and held it in 8 quarters. The position peaked at $1.6K in Q2 2022. 333 funds tracked by Wall St. Rank hold EQNR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Equinor position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 35 Equinor shares in Q2 2024, an estimated $947.
  • Financial Synergies Wealth Advisors first reported a position in Equinor in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Equinor position peaked at $1.6K in Q2 2022.
  • 333 funds tracked by Wall St. Rank held Equinor as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.