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Halpern Financial’s EQT Corp EQT Stock Holding History

Halpern Financial’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 		$18.4K Hold
500
– – ﹤0.01% 132
2024
Q2 		$18.5K Hold
500
– – 0.01% 129
2024
Q1 		$18.6K Hold
500
– – 0.01% 135
2023
Q4 		$19.4K Buy
+500
New +$20.3K 0.01% 146

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

Halpern Financial's EQT Position: Q3 2024 in Review

Halpern Financial held its EQT Corp (EQT) position steady in Q3 2024 at 500 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Halpern Financial first reported a position in EQT in Q4 2023 and has held it in 4 quarters since. The position peaked at $19.4K in Q4 2023. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Halpern Financial held 500 shares of EQT Corp worth $18.4K as of Q3 2024.
  • Halpern Financial left its EQT Corp share count unchanged in Q3 2024.
  • EQT Corp made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #132 holding.
  • Halpern Financial first reported a position in EQT Corp in Q4 2023 and has held it in 4 quarters since.
  • Halpern Financial's EQT Corp position peaked at $19.4K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.