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Monterey Private Wealth’s EQT Corp EQT Stock Holding History

Monterey Private Wealth’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,640
Closed -$209K – 126
2024
Q2 		$209K Buy
5,640
+181
+3% +$7.09K 0.08% 115
2024
Q1 		$202K Hold
5,459
– – 0.08% 111
2023
Q4 		$211K Hold
5,459
– – 0.1% 98
2023
Q3 		$222K Hold
5,459
– – 0.11% 88
2023
Q2 		$225K Buy
+5,459
New +$193K 0.11% 94
2022
Q4 		– Sell
-6,567
Closed -$260K – 101
2022
Q3 		$260K Hold
6,567
– – 0.16% 78
2022
Q2 		$226K Hold
6,567
– – 0.13% 88
2022
Q1 		$224K Buy
+6,567
New +$160K 0.11% 109

Other funds holding EQT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Monterey Private Wealth's EQT Position: Q3 2024 in Review

Monterey Private Wealth sold out of EQT Corp (EQT) in Q3 2024, closing a stake of 5,640 shares — an estimated $209K sold.

Monterey Private Wealth first reported a position in EQT in Q1 2022 and held it in 8 quarters. The position peaked at $260K in Q3 2022. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Monterey Private Wealth reported no remaining EQT Corp position as of Q3 2024 after selling out during the quarter.
  • Monterey Private Wealth sold 5,640 EQT Corp shares in Q3 2024, an estimated $209K.
  • Monterey Private Wealth first reported a position in EQT Corp in Q1 2022 and held it in 8 quarters.
  • Monterey Private Wealth's EQT Corp position peaked at $260K in Q3 2022.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Monterey Private Wealth's 13F filing for Q3 2024, filed 3 Oct 2024.