MGIA
ETRN

Moneta Group Investment Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Moneta Group Investment 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
2023
Q2 		– Sell
-16,500
Closed -$95.4K – 586
2023
Q1 		$95.4K Buy
+16,500
New +$106K ﹤0.01% 512

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Moneta Group Investment Advisors's ETRN Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2023, closing a stake of 16,500 shares — an estimated $95.4K sold.

Moneta Group Investment Advisors first reported a position in ETRN in Q1 2023 and held it in 1 quarter. The position peaked at $95.4K in Q1 2023. 340 funds tracked by Wall St. Rank hold ETRN as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 16,500 Equitrans Midstream Corporation Common Stock shares in Q2 2023, an estimated $95.4K.
  • Moneta Group Investment Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Equitrans Midstream Corporation Common Stock position peaked at $95.4K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.