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Pacific Capital Wealth Advisors’s Equinor EQNR Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q2 		– Sell
-34
Closed -$919 – 593
2024
Q1 		$919 Buy
+34
New +$932 ﹤0.01% 479

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Pacific Capital Wealth Advisors's EQNR Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Equinor (EQNR) in Q2 2024, closing a stake of 34 shares — an estimated $919 sold.

Pacific Capital Wealth Advisors first reported a position in EQNR in Q1 2024 and held it in 1 quarter. The position peaked at $919 in Q1 2024. 332 funds tracked by Wall St. Rank hold EQNR as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Equinor position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 34 Equinor shares in Q2 2024, an estimated $919.
  • Pacific Capital Wealth Advisors first reported a position in Equinor in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Equinor position peaked at $919 in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Equinor as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.