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Selective Wealth Management’s EQT Corp EQT Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-2,000
Closed -$69K – 784
2022
Q2 		$69K Hold
2,000
– – 0.02% 267
2022
Q1 		$69K Hold
2,000
– – 0.03% 252
2021
Q4 		$44K Buy
+2,000
New +$41.8K 0.02% 294

Other funds holding EQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Selective Wealth Management's EQT Position: Q3 2022 in Review

Selective Wealth Management sold out of EQT Corp (EQT) in Q3 2022, closing a stake of 2,000 shares — an estimated $69K sold.

Selective Wealth Management first reported a position in EQT in Q4 2021 and held it in 3 quarters. The position peaked at $69K in Q2 2022. 602 funds tracked by Wall St. Rank hold EQT as of Q3 2022.

  • Selective Wealth Management reported no remaining EQT Corp position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,000 EQT Corp shares in Q3 2022, an estimated $69K.
  • Selective Wealth Management first reported a position in EQT Corp in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's EQT Corp position peaked at $69K in Q2 2022.
  • 602 funds tracked by Wall St. Rank held EQT Corp as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.