JWA
ETRN

JFS Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

JFS Wealth Advisors’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
2024
Q3 		– Sell
-479
Closed -$6.22K – 2034
2024
Q2 		$6.22K Hold
479
– – ﹤0.01% 975
2024
Q1 		$5.98K Hold
479
– – ﹤0.01% 1039
2023
Q4 		$4.88K Buy
479
+10
+2% +$94 ﹤0.01% 1067
2023
Q3 		$4.39K Buy
469
+93
+25% +$887 ﹤0.01% 1041
2023
Q2 		$3.6K Sell
376
-1,190
-76% -$7.99K ﹤0.01% 1157
2023
Q1 		$9.05K Sell
1,566
-325
-17% -$2.08K ﹤0.01% 749
2022
Q4 		$12.7K Sell
1,891
-137
-7% -$1.06K ﹤0.01% 630
2022
Q3 		$15K Buy
2,028
+163
+9% +$1.36K ﹤0.01% 634
2022
Q2 		$12K Buy
1,865
+113
+6% +$872 ﹤0.01% 728
2022
Q1 		$15K Buy
1,752
+21
+1% +$173 ﹤0.01% 683
2021
Q4 		$18K Buy
1,731
+226
+15% +$2.34K ﹤0.01% 593
2021
Q3 		$15K Hold
1,505
– – ﹤0.01% 591
2021
Q2 		$13K Sell
1,505
-99
-6% -$839 ﹤0.01% 419
2021
Q1 		$13K Hold
1,604
– – ﹤0.01% 397
2020
Q4 		$13K Hold
1,604
– – ﹤0.01% 395
2020
Q3 		$14K Hold
1,604
– – ﹤0.01% 364
2020
Q2 		$13K Buy
1,604
+99
+7% +$779 ﹤0.01% 363
2020
Q1 		$8K Hold
1,505
– – ﹤0.01% 364
2019
Q4 		$20K Hold
1,505
– – ﹤0.01% 309
2019
Q3 		$22K Hold
1,505
– – 0.01% 293
2019
Q2 		$30K Hold
1,505
– – 0.01% 275
2019
Q1 		$33K Hold
1,505
– – 0.01% 255
2018
Q4 		$30K Buy
+1,505
New +$31.8K 0.01% 259

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

JFS Wealth Advisors's ETRN Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 479 shares — an estimated $6.22K sold.

JFS Wealth Advisors first reported a position in ETRN in Q4 2018 and held it in 23 quarters. The position peaked at $33K in Q1 2019. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 479 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $6.22K.
  • JFS Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 23 quarters.
  • JFS Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $33K in Q1 2019.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.