KSWA
ETRN

Kathleen S. Wright Associates’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Kathleen S. Wright Associates’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
-240
Closed -$1.39K – 173
2023
Q1 		$1.39K Hold
240
– – ﹤0.01% 159
2022
Q4 		$2K Hold
240
– – ﹤0.01% 189
2022
Q3 		$2K Hold
240
– – ﹤0.01% 172
2022
Q2 		$2K Buy
+240
New +$1.85K ﹤0.01% 141

Other funds holding ETRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kathleen S. Wright Associates's ETRN Position: Q2 2023 in Review

Kathleen S. Wright Associates sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2023, closing a stake of 240 shares — an estimated $1.39K sold.

Kathleen S. Wright Associates first reported a position in ETRN in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2022. 340 funds tracked by Wall St. Rank hold ETRN as of Q2 2023.

  • Kathleen S. Wright Associates reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 240 Equitrans Midstream Corporation Common Stock shares in Q2 2023, an estimated $1.39K.
  • Kathleen S. Wright Associates first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2022 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Equitrans Midstream Corporation Common Stock position peaked at $2K in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2023, filed 20 Jul 2023.