Forum Financial Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Forum Financial Management’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
2023 Q2	–	Sell	-12,094	Closed	-$69.9K	–	676
2023 Q1	$69.9K	Sell	12,094 -2,068	-15%	-$13.3K	﹤0.01%	607
2022 Q4	$94.9K	Hold	14,162	–	–	﹤0.01%	573
2022 Q3	$106K	Sell	14,162 -1,192	-8%	-$9.97K	0.01%	518
2022 Q2	$98K	Buy	+15,354	New	+$118K	﹤0.01%	554
2022 Q1	–	Sell	-12,942	Closed	-$134K	–	686
2021 Q4	$134K	Buy	+12,942	New	+$134K	0.01%	632

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forum Financial Management's ETRN Position: Q2 2023 in Review

Forum Financial Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2023, closing a stake of 12,094 shares — an estimated $69.9K sold.

Forum Financial Management first reported a position in ETRN in Q4 2021 and held it in 5 quarters. The position peaked at $134K in Q4 2021. 340 funds tracked by Wall St. Rank hold ETRN as of Q2 2023.

Forum Financial Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
Forum Financial Management sold 12,094 Equitrans Midstream Corporation Common Stock shares in Q2 2023, an estimated $69.9K.
Forum Financial Management first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2021 and held it in 5 quarters.
Forum Financial Management's Equitrans Midstream Corporation Common Stock position peaked at $134K in Q4 2021.
340 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2023.

Based on Forum Financial Management's 13F filing for Q2 2023, filed 26 Jul 2023.