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Prevail Innovative Wealth Advisors’s Equinor EQNR Stock Holding History

Prevail Innovative 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
Q1 		– Sell
-41,626
Closed -$1.32M – 165
2023
Q4 		$1.32M Buy
+41,626
New +$1.35M 0.63% 65

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EQNR Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Equinor (EQNR) in Q1 2024, closing a stake of 41,626 shares — an estimated $1.32M sold.

Prevail Innovative Wealth Advisors first reported a position in EQNR in Q4 2023 and held it in 1 quarter. The position peaked at $1.32M in Q4 2023. 334 funds tracked by Wall St. Rank hold EQNR as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Equinor position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 41,626 Equinor shares in Q1 2024, an estimated $1.32M.
  • Prevail Innovative Wealth Advisors first reported a position in Equinor in Q4 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Equinor position peaked at $1.32M in Q4 2023.
  • 334 funds tracked by Wall St. Rank held Equinor as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.