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Simplicity Wealth’s EQT Corp EQT Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-138,865
Closed -$5.14M – 705
2024
Q2 		$5.14M Buy
138,865
+1,519
+1% +$59.5K 0.12% 176
2024
Q1 		$5.09M Buy
+137,346
New +$4.92M 0.12% 169

Other funds holding EQT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Simplicity Wealth's EQT Position: Q3 2024 in Review

Simplicity Wealth sold out of EQT Corp (EQT) in Q3 2024, closing a stake of 138,865 shares — an estimated $5.14M sold.

Simplicity Wealth first reported a position in EQT in Q1 2024 and held it in 2 quarters. The position peaked at $5.14M in Q2 2024. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • Simplicity Wealth reported no remaining EQT Corp position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 138,865 EQT Corp shares in Q3 2024, an estimated $5.14M.
  • Simplicity Wealth first reported a position in EQT Corp in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's EQT Corp position peaked at $5.14M in Q2 2024.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.