SFMG Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

SFMG Wealth Advisors’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
2023 Q2	–	Sell	-14,310	Closed	-$82.7K	–	273
2023 Q1	$82.7K	Hold	14,310	–	–	0.01%	247
2022 Q4	$95.9K	Hold	14,310	–	–	0.01%	240
2022 Q3	$115K	Hold	14,310	–	–	0.01%	232
2022 Q2	$91K	Hold	14,310	–	–	0.01%	254
2022 Q1	$121K	Hold	14,310	–	–	0.01%	280
2021 Q4	$148K	Hold	14,310	–	–	0.01%	281
2021 Q3	$145K	Hold	14,310	–	–	0.02%	246
2021 Q2	$122K	Buy	+14,310	New	+$121K	0.01%	256

Other funds holding ETRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFMG Wealth Advisors's ETRN Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2023, closing a stake of 14,310 shares — an estimated $82.7K sold.

SFMG Wealth Advisors first reported a position in ETRN in Q2 2021 and held it in 8 quarters. The position peaked at $148K in Q4 2021. 340 funds tracked by Wall St. Rank hold ETRN as of Q2 2023.

SFMG Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 14,310 Equitrans Midstream Corporation Common Stock shares in Q2 2023, an estimated $82.7K.
SFMG Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2021 and held it in 8 quarters.
SFMG Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $148K in Q4 2021.
340 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.