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

Sutton 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 Q1	–	Sell	-38	Closed	-$255	–	1629
2022 Q4	$255	Hold	38	–	–	﹤0.01%	1573
2022 Q3	$284	Buy	38 +13	+52%	+$109	﹤0.01%	1533
2022 Q2	$159	Buy	+25	New	+$193	﹤0.01%	1588
2022 Q1	–	Sell	-51	Closed	-$527	–	1738
2021 Q4	$527	Buy	+51	New	+$529	﹤0.01%	1508
2020 Q1	–	Sell	-87	Closed	-$1.16K	–	1274
2019 Q4	$1.16K	Sell	87 -3,227	-97%	-$40K	﹤0.01%	1104
2019 Q3	$48.2K	Sell	3,314 -21	-0.6%	-$323	0.03%	317
2019 Q2	$65.7K	Hold	3,335	–	–	0.04%	251
2019 Q1	$72.6K	Buy	3,335 +3,314	+15,781%	+$66.4K	0.04%	238
2018 Q4	$420	Buy	+21	New	+$443	﹤0.01%	1096

Other funds holding ETRN

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Sutton Wealth Advisors's ETRN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2023, closing a stake of 38 shares — an estimated $255 sold.

Sutton Wealth Advisors first reported a position in ETRN in Q4 2018 and held it in 9 quarters. The position peaked at $72.6K in Q1 2019. 322 funds tracked by Wall St. Rank hold ETRN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 38 Equitrans Midstream Corporation Common Stock shares in Q1 2023, an estimated $255.
Sutton Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 9 quarters.
Sutton Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $72.6K in Q1 2019.
322 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.