MGWM
EQNR icon

Marks Group Wealth Management’s Equinor EQNR Stock Holding History

Marks Group Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,434
Closed -$266K – 279
2022
Q4 		$266K Buy
+7,434
New +$267K 0.04% 251

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Marks Group Wealth Management's EQNR Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Equinor (EQNR) in Q1 2023, closing a stake of 7,434 shares — an estimated $266K sold.

Marks Group Wealth Management first reported a position in EQNR in Q4 2022 and held it in 1 quarter. The position peaked at $266K in Q4 2022. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

  • Marks Group Wealth Management reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,434 Equinor shares in Q1 2023, an estimated $266K.
  • Marks Group Wealth Management first reported a position in Equinor in Q4 2022 and held it in 1 quarter.
  • Marks Group Wealth Management's Equinor position peaked at $266K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.