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Valeo Financial Advisors’s Equinor EQNR Stock Holding History

Valeo Financial Advisors’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
2023
Q1 		– Sell
-6,103
Closed -$219K – 649
2022
Q4 		$219K Sell
6,103
-841
-12% -$30.2K 0.01% 465
2022
Q3 		$230K Sell
6,944
-161
-2% -$5.81K 0.01% 409
2022
Q2 		$247K Buy
+7,105
New +$254K 0.02% 397
2021
Q2 		– Sell
-709
Closed -$14K – 898
2021
Q1 		$14K Buy
709
+357
+101% +$6.78K ﹤0.01% 1270
2020
Q4 		$6K Sell
352
-67
-16% -$1.01K ﹤0.01% 1322
2020
Q3 		$6K Sell
419
-182
-30% -$2.81K ﹤0.01% 1206
2020
Q2 		$9K Buy
601
+247
+70% +$3.47K ﹤0.01% 1315
2020
Q1 		$5K Buy
354
+125
+55% +$2.02K ﹤0.01% 1295
2019
Q4 		$5K Buy
229
+130
+131% +$2.46K ﹤0.01% 1270
2019
Q3 		$2K Sell
99
-47
-32% -$865 ﹤0.01% 1371
2019
Q2 		$3K Buy
146
+76
+109% +$1.6K ﹤0.01% 1328
2019
Q1 		$2K Hold
70
– – ﹤0.01% 1344
2018
Q4 		$1K Sell
70
-213
-75% -$5.23K ﹤0.01% 1369
2018
Q3 		$7K Buy
283
+203
+254% +$5.34K ﹤0.01% 1073
2018
Q2 		$2K Buy
80
+10
+14% +$260 ﹤0.01% 1334
2018
Q1 		$2K Buy
+70
New +$1.61K ﹤0.01% 1322

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Valeo Financial Advisors's EQNR Position: Q1 2023 in Review

Valeo Financial Advisors sold out of Equinor (EQNR) in Q1 2023, closing a stake of 6,103 shares — an estimated $219K sold.

Valeo Financial Advisors first reported a position in EQNR in Q1 2018 and held it in 16 quarters. The position peaked at $247K in Q2 2022. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

  • Valeo Financial Advisors reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,103 Equinor shares in Q1 2023, an estimated $219K.
  • Valeo Financial Advisors first reported a position in Equinor in Q1 2018 and held it in 16 quarters.
  • Valeo Financial Advisors's Equinor position peaked at $247K in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.