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SYSTM Wealth Solutions’s EQT Corp EQT Stock Holding History

SYSTM Wealth Solutions’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
-1,403
Closed -$51.9K – 273
2024
Q2 		$51.9K Sell
1,403
-851
-38% -$33.3K 0.01% 281
2024
Q1 		$83.6K Buy
2,254
+21
+0.9% +$752 0.01% 502
2023
Q4 		$86.3K Buy
+2,233
New +$90.6K 0.01% 477

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

SYSTM Wealth Solutions's EQT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of EQT Corp (EQT) in Q3 2024, closing a stake of 1,403 shares — an estimated $51.9K sold.

SYSTM Wealth Solutions first reported a position in EQT in Q4 2023 and held it in 3 quarters. The position peaked at $86.3K in Q4 2023. 737 funds tracked by Wall St. Rank hold EQT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining EQT Corp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,403 EQT Corp shares in Q3 2024, an estimated $51.9K.
  • SYSTM Wealth Solutions first reported a position in EQT Corp in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's EQT Corp position peaked at $86.3K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held EQT Corp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.