SW
ETRN

Simplicity Wealth’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Simplicity Wealth’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
-15,584
Closed -$202K – 1266
2024
Q2 		$202K Sell
15,584
-2,739
-15% -$36.7K ﹤0.01% 1110
2024
Q1 		$229K Buy
+18,323
New +$197K 0.01% 1014

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 $8.74B AUM 14.62% 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

Simplicity Wealth's ETRN Position: Q3 2024 in Review

Simplicity Wealth sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 15,584 shares — an estimated $202K sold.

Simplicity Wealth first reported a position in ETRN in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q1 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Simplicity Wealth reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,584 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $202K.
  • Simplicity Wealth first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Equitrans Midstream Corporation Common Stock position peaked at $229K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

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