PWMG
ETRN

Private Wealth Management Group’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Private Wealth Management Group’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-320
Closed -$4.15K – 1562
2024
Q2 		$4.15K Hold
320
– – ﹤0.01% 778
2024
Q1 		$4K Hold
320
– – ﹤0.01% 701
2023
Q4 		$3.26K Buy
+320
New +$3.01K ﹤0.01% 769

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Private Wealth Management Group's ETRN Position: Q3 2024 in Review

Private Wealth Management Group sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 320 shares — an estimated $4.15K sold.

Private Wealth Management Group first reported a position in ETRN in Q4 2023 and held it in 3 quarters. The position peaked at $4.15K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Private Wealth Management Group reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 320 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $4.15K.
  • Private Wealth Management Group first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Equitrans Midstream Corporation Common Stock position peaked at $4.15K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.