Halpern Financial’s Equinor EQNR Stock Holding History

Halpern Financial’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
2021 Q4	–	Sell	-300	Closed	-$7.65K	–	264
2021 Q3	$7.65K	Hold	300	–	–	﹤0.01%	195
2021 Q2	$6.36K	Sell	300 -157	-34%	-$3.31K	﹤0.01%	170
2021 Q1	$8.89K	Buy	+457	New	+$8.68K	﹤0.01%	148

Other funds holding EQNR

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

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

TAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Halpern Financial's EQNR Position: Q4 2021 in Review

Halpern Financial sold out of Equinor (EQNR) in Q4 2021, closing a stake of 300 shares — an estimated $7.65K sold.

Halpern Financial first reported a position in EQNR in Q1 2021 and held it in 3 quarters. The position peaked at $8.89K in Q1 2021. 290 funds tracked by Wall St. Rank hold EQNR as of Q4 2021.

Halpern Financial reported no remaining Equinor position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 300 Equinor shares in Q4 2021, an estimated $7.65K.
Halpern Financial first reported a position in Equinor in Q1 2021 and held it in 3 quarters.
Halpern Financial's Equinor position peaked at $8.89K in Q1 2021.
290 funds tracked by Wall St. Rank held Equinor as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.