TrueWealth LLC’s Equinor EQNR Stock Holding History

TrueWealth LLC’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-706	Closed	-$14K	–	740
2019 Q4	$14K	Hold	706	–	–	0.01%	417
2019 Q3	$13K	Hold	706	–	–	0.01%	422
2019 Q2	$14K	Hold	706	–	–	0.01%	415
2019 Q1	$16K	Hold	706	–	–	0.01%	390
2018 Q4	$15K	Hold	706	–	–	0.01%	389
2018 Q3	$20K	Hold	706	–	–	0.01%	386
2018 Q2	$19K	Hold	706	–	–	0.01%	394
2018 Q1	$17K	Sell	706 -214	-23%	-$4.92K	0.01%	378
2017 Q4	$20K	Buy	+920	New	+$18.8K	0.01%	394

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

TrueWealth LLC's EQNR Position: Q1 2020 in Review

TrueWealth LLC sold out of Equinor (EQNR) in Q1 2020, closing a stake of 706 shares — an estimated $14K sold.

TrueWealth LLC first reported a position in EQNR in Q4 2017 and held it in 9 quarters. The position peaked at $20K in Q3 2018. 221 funds tracked by Wall St. Rank hold EQNR as of Q1 2020.

TrueWealth LLC reported no remaining Equinor position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 706 Equinor shares in Q1 2020, an estimated $14K.
TrueWealth LLC first reported a position in Equinor in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's Equinor position peaked at $20K in Q3 2018.
221 funds tracked by Wall St. Rank held Equinor as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.