TPWM
ETRN

Twelve Points Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Twelve Points Wealth Management’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
Q3 		– Sell
-10,926
Closed -$142K – 188
2024
Q2 		$142K Buy
+10,926
New +$147K 0.05% 174
2024
Q1 		– Sell
-10,299
Closed -$105K – 174
2023
Q4 		$105K Sell
10,299
-214
-2% -$2.01K 0.05% 161
2023
Q3 		$98.5K Buy
+10,513
New +$100K 0.05% 167

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Twelve Points Wealth Management's ETRN Position: Q3 2024 in Review

Twelve Points Wealth Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 10,926 shares — an estimated $142K sold.

Twelve Points Wealth Management first reported a position in ETRN in Q3 2023 and held it in 3 quarters. The position peaked at $142K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Twelve Points Wealth Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Twelve Points Wealth Management sold 10,926 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $142K.
  • Twelve Points Wealth Management first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2023 and held it in 3 quarters.
  • Twelve Points Wealth Management's Equitrans Midstream Corporation Common Stock position peaked at $142K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Twelve Points Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.