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TFO Wealth Partners’s EQT Corp EQT Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-11
Closed -$408 – 271
2024
Q1 		$408 Hold
11
– – ﹤0.01% 307
2023
Q4 		$425 Sell
11
-13
-54% -$527 ﹤0.01% 384
2023
Q3 		$987 Buy
24
+13
+118% +$538 ﹤0.01% 287
2023
Q2 		$452 Hold
11
– – ﹤0.01% 304
2023
Q1 		$351 Sell
11
-19
-63% -$609 ﹤0.01% 329
2022
Q4 		$3.89K Buy
+30
New +$1.2K ﹤0.01% 190

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TFO Wealth Partners's EQT Position: Q2 2024 in Review

TFO Wealth Partners sold out of EQT Corp (EQT) in Q2 2024, closing a stake of 11 shares — an estimated $408 sold.

TFO Wealth Partners first reported a position in EQT in Q4 2022 and held it in 6 quarters. The position peaked at $3.89K in Q4 2022. 670 funds tracked by Wall St. Rank hold EQT as of Q2 2024.

  • TFO Wealth Partners reported no remaining EQT Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 11 EQT Corp shares in Q2 2024, an estimated $408.
  • TFO Wealth Partners first reported a position in EQT Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's EQT Corp position peaked at $3.89K in Q4 2022.
  • 670 funds tracked by Wall St. Rank held EQT Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.