Planned Solutions’s Equinor EQNR Stock Holding History

Planned Solutions’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 Q1	–	Sell	-1,850	Closed	-$58.5K	–	222
2023 Q4	$58.5K	Buy	+1,850	New	+$59.9K	0.03%	264

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Planned Solutions's EQNR Position: Q1 2024 in Review

Planned Solutions sold out of Equinor (EQNR) in Q1 2024, closing a stake of 1,850 shares — an estimated $58.5K sold.

Planned Solutions first reported a position in EQNR in Q4 2023 and held it in 1 quarter. The position peaked at $58.5K in Q4 2023. 334 funds tracked by Wall St. Rank hold EQNR as of Q1 2024.

Planned Solutions reported no remaining Equinor position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 1,850 Equinor shares in Q1 2024, an estimated $58.5K.
Planned Solutions first reported a position in Equinor in Q4 2023 and held it in 1 quarter.
Planned Solutions's Equinor position peaked at $58.5K in Q4 2023.
334 funds tracked by Wall St. Rank held Equinor as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.