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Peak Planning Group’s Equinor EQNR Stock Holding History

Peak Planning Group’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
-6,099
Closed -$218K – 78
2022
Q4 		$218K Hold
6,099
– – 0.19% 76
2022
Q3 		$202K Hold
6,099
– – 0.19% 77
2022
Q2 		$212K Buy
+6,099
New +$218K 0.18% 76

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Peak Planning Group's EQNR Position: Q1 2023 in Review

Peak Planning Group sold out of Equinor (EQNR) in Q1 2023, closing a stake of 6,099 shares — an estimated $218K sold.

Peak Planning Group first reported a position in EQNR in Q2 2022 and held it in 3 quarters. The position peaked at $218K in Q4 2022. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

  • Peak Planning Group reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
  • Peak Planning Group sold 6,099 Equinor shares in Q1 2023, an estimated $218K.
  • Peak Planning Group first reported a position in Equinor in Q2 2022 and held it in 3 quarters.
  • Peak Planning Group's Equinor position peaked at $218K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on Peak Planning Group's 13F filing for Q1 2023, filed 26 May 2026.