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

TCI 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	-6	Closed	-$35	–	2398
2023 Q1	$35	Sell	6 -1,508	-100%	-$9.66K	﹤0.01%	2463
2022 Q4	$10.1K	Sell	1,514 -26	-2%	-$202	﹤0.01%	1061
2022 Q3	$12K	Buy	1,540 +240	+18%	+$2.01K	﹤0.01%	943
2022 Q2	$8K	Buy	+1,300	New	+$10K	﹤0.01%	1198
2022 Q1	–	Sell	-1,736	Closed	-$18K	–	2518
2021 Q4	$18K	Buy	1,736 +438	+34%	+$4.54K	﹤0.01%	770
2021 Q3	$13K	Buy	1,298 +467	+56%	+$4.12K	﹤0.01%	945
2021 Q2	$7K	Buy	831 +423	+104%	+$3.58K	﹤0.01%	1255
2021 Q1	$3K	Hold	408	–	–	﹤0.01%	1618
2020 Q4	$3K	Hold	408	–	–	﹤0.01%	1158
2020 Q3	$3K	Hold	408	–	–	﹤0.01%	1042
2020 Q2	$3K	Hold	408	–	–	﹤0.01%	991
2020 Q1	$2K	Buy	+408	New	+$3.57K	﹤0.01%	1136
2019 Q4	–	Sell	-31	Closed	–	–	1710
2019 Q3	$0	Buy	31 +11	+55%	+$169	﹤0.01%	1661
2019 Q2	$0	Buy	+20	New	+$415	﹤0.01%	1577

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

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

TCI Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2023, closing a stake of 6 shares — an estimated $35 sold.

TCI Wealth Advisors first reported a position in ETRN in Q2 2019 and held it in 14 quarters. The position peaked at $18K in Q4 2021. 340 funds tracked by Wall St. Rank hold ETRN as of Q2 2023.

TCI Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 6 Equitrans Midstream Corporation Common Stock shares in Q2 2023, an estimated $35.
TCI Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2019 and held it in 14 quarters.
TCI Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $18K in Q4 2021.
340 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.