SWM
EQNR icon

Selective Wealth Management’s Equinor EQNR Stock Holding History

Selective Wealth Management’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
2020
Q3 		– Sell
-494
Closed -$7K – 341
2020
Q2 		$7K Hold
494
– – 0.01% 262
2020
Q1 		$6K Hold
494
– – 0.01% 188
2019
Q4 		$10K Hold
494
– – 0.01% 159
2019
Q3 		$9K Buy
+494
New +$9.09K 0.01% 171

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Selective Wealth Management's EQNR Position: Q3 2020 in Review

Selective Wealth Management sold out of Equinor (EQNR) in Q3 2020, closing a stake of 494 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in EQNR in Q3 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 214 funds tracked by Wall St. Rank hold EQNR as of Q3 2020.

  • Selective Wealth Management reported no remaining Equinor position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 494 Equinor shares in Q3 2020, an estimated $7K.
  • Selective Wealth Management first reported a position in Equinor in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Equinor position peaked at $10K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Equinor as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.