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Jamison Private Wealth Management’s EQT Corp EQT Stock Holding History

Jamison Private Wealth Management’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
Q2 		– Sell
-2,041
Closed -$75.7K – 460
2024
Q1 		$75.7K Buy
2,041
+8
+0.4% +$287 0.01% 233
2023
Q4 		$78.6K Buy
2,033
+9
+0.4% +$365 0.01% 215
2023
Q3 		$82.2K Buy
+2,024
New +$83.8K 0.02% 208

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Jamison Private Wealth Management's EQT Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of EQT Corp (EQT) in Q2 2024, closing a stake of 2,041 shares — an estimated $75.7K sold.

Jamison Private Wealth Management first reported a position in EQT in Q3 2023 and held it in 3 quarters. The position peaked at $82.2K in Q3 2023. 670 funds tracked by Wall St. Rank hold EQT as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining EQT Corp position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,041 EQT Corp shares in Q2 2024, an estimated $75.7K.
  • Jamison Private Wealth Management first reported a position in EQT Corp in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's EQT Corp position peaked at $82.2K in Q3 2023.
  • 670 funds tracked by Wall St. Rank held EQT Corp as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.