TriaGen Wealth Management’s EQT Corp EQT Stock Holding History

TriaGen Wealth Management’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
2023 Q3	–	Sell	-28,400	Closed	-$1.17M	–	159
2023 Q2	$1.17M	Sell	28,400 -300	-1%	-$10.6K	0.53%	62
2023 Q1	$916K	Sell	28,700 -900	-3%	-$28.9K	0.46%	64
2022 Q4	$1M	Sell	29,600 -1,576	-5%	-$63.3K	0.56%	52
2022 Q3	$1.27M	Buy	31,176 +76	+0.2%	+$3.3K	0.7%	43
2022 Q2	$1.07M	Buy	+31,100	New	+$1.28M	0.76%	37
2021 Q3	–	Sell	-24,203	Closed	-$445K	–	185
2021 Q2	$445K	Buy	24,203 +65	+0.3%	+$1.31K	0.23%	108
2021 Q1	$448K	Hold	24,138	–	–	0.26%	99
2020 Q4	$307K	Buy	+24,138	New	+$348K	0.18%	132

Other funds holding EQT

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TriaGen Wealth Management's EQT Position: Q3 2023 in Review

TriaGen Wealth Management sold out of EQT Corp (EQT) in Q3 2023, closing a stake of 28,400 shares — an estimated $1.17M sold.

TriaGen Wealth Management first reported a position in EQT in Q4 2020 and held it in 8 quarters. The position peaked at $1.27M in Q3 2022. 631 funds tracked by Wall St. Rank hold EQT as of Q3 2023.

TriaGen Wealth Management reported no remaining EQT Corp position as of Q3 2023 after selling out during the quarter.
TriaGen Wealth Management sold 28,400 EQT Corp shares in Q3 2023, an estimated $1.17M.
TriaGen Wealth Management first reported a position in EQT Corp in Q4 2020 and held it in 8 quarters.
TriaGen Wealth Management's EQT Corp position peaked at $1.27M in Q3 2022.
631 funds tracked by Wall St. Rank held EQT Corp as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.