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Planning Capital Management Corporation’s EQT Corp EQT Stock Holding History

Planning Capital Management Corporation’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 		$36.2K Buy
988
+5
+0.5% +$170 0.02% 217
2024
Q2 		$36.3K Buy
983
+543
+123% +$21.3K 0.03% 220
2024
Q1 		$16.3K Buy
440
+22
+5% +$788 0.01% 331
2023
Q4 		$16.2K Buy
+418
New +$17K 0.01% 339

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 $9.37B AUM 23.82% 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

Planning Capital Management Corporation's EQT Position: Q3 2024 in Review

Planning Capital Management Corporation increased its EQT Corp (EQT) stake by 0.51% in Q3 2024, buying an estimated $170 and bringing the position to 988 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #217.

Planning Capital Management Corporation first reported a position in EQT in Q4 2023 and has held it in 4 quarters since. The position peaked at $36.3K in Q2 2024. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Planning Capital Management Corporation held 988 shares of EQT Corp worth $36.2K as of Q3 2024.
  • Planning Capital Management Corporation bought 5 EQT Corp shares in Q3 2024, an estimated $170.
  • EQT Corp made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #217 holding.
  • Planning Capital Management Corporation first reported a position in EQT Corp in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's EQT Corp position peaked at $36.3K in Q2 2024.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.