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Perigon Wealth Management’s EQT Corp EQT Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-14,471
Closed -$559K – 864
2023
Q4 		$559K Buy
14,471
+303
+2% +$12.3K 0.02% 469
2023
Q3 		$575K Sell
14,168
-244
-2% -$10.1K 0.02% 412
2023
Q2 		$572K Buy
14,412
+7,102
+97% +$251K 0.02% 430
2023
Q1 		$233K Buy
+7,310
New +$234K 0.01% 626

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's EQT Position: Q1 2024 in Review

Perigon Wealth Management sold out of EQT Corp (EQT) in Q1 2024, closing a stake of 14,471 shares — an estimated $559K sold.

Perigon Wealth Management first reported a position in EQT in Q1 2023 and held it in 4 quarters. The position peaked at $575K in Q3 2023. 651 funds tracked by Wall St. Rank hold EQT as of Q1 2024.

  • Perigon Wealth Management reported no remaining EQT Corp position as of Q1 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 14,471 EQT Corp shares in Q1 2024, an estimated $559K.
  • Perigon Wealth Management first reported a position in EQT Corp in Q1 2023 and held it in 4 quarters.
  • Perigon Wealth Management's EQT Corp position peaked at $575K in Q3 2023.
  • 651 funds tracked by Wall St. Rank held EQT Corp as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.