KAS
ETRN

KPP Advisory Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

KPP Advisory Services’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
Q1 		– Sell
-12,631
Closed -$129K – 246
2023
Q4 		$129K Sell
12,631
-700
-5% -$6.58K 0.11% 122
2023
Q3 		$125K Buy
+13,331
New +$127K 0.04% 209

Other funds holding ETRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KPP Advisory Services's ETRN Position: Q1 2024 in Review

KPP Advisory Services sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2024, closing a stake of 12,631 shares — an estimated $129K sold.

KPP Advisory Services first reported a position in ETRN in Q3 2023 and held it in 2 quarters. The position peaked at $129K in Q4 2023. 379 funds tracked by Wall St. Rank hold ETRN as of Q1 2024.

  • KPP Advisory Services reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • KPP Advisory Services sold 12,631 Equitrans Midstream Corporation Common Stock shares in Q1 2024, an estimated $129K.
  • KPP Advisory Services first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2023 and held it in 2 quarters.
  • KPP Advisory Services's Equitrans Midstream Corporation Common Stock position peaked at $129K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2024.

Based on KPP Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.