TFO Wealth Partners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-21	Closed	-$262	–	798
2024 Q1	$262	Hold	21	–	–	﹤0.01%	429
2023 Q4	$214	Hold	21	–	–	﹤0.01%	623
2023 Q3	$201	Hold	21	–	–	﹤0.01%	799
2023 Q2	$201	Hold	21	–	–	﹤0.01%	501
2023 Q1	$121	Sell	21 -38	-64%	-$243	﹤0.01%	605
2022 Q4	$8.12K	Buy	+59	New	+$458	﹤0.01%	129
2020 Q3	–	Sell	-1	Closed	–	–	197
2020 Q2	$0	Buy	+1	New	+$8	﹤0.01%	163

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

TFO Wealth Partners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2024, closing a stake of 21 shares — an estimated $262 sold.

TFO Wealth Partners first reported a position in ETRN in Q2 2020 and held it in 7 quarters. The position peaked at $8.12K in Q4 2022. 375 funds tracked by Wall St. Rank hold ETRN as of Q2 2024.

TFO Wealth Partners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 21 Equitrans Midstream Corporation Common Stock shares in Q2 2024, an estimated $262.
TFO Wealth Partners first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2020 and held it in 7 quarters.
TFO Wealth Partners's Equitrans Midstream Corporation Common Stock position peaked at $8.12K in Q4 2022.
375 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2024.

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