VWA
ETRN

Visionary Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Visionary Wealth Advisors’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
Q1 		– Sell
-17,488
Closed -$178K – 513
2023
Q4 		$178K Buy
+17,488
New +$165K 0.01% 460

Other funds holding ETRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Visionary Wealth Advisors's ETRN Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2024, closing a stake of 17,488 shares — an estimated $178K sold.

Visionary Wealth Advisors first reported a position in ETRN in Q4 2023 and held it in 1 quarter. The position peaked at $178K in Q4 2023. 380 funds tracked by Wall St. Rank hold ETRN as of Q1 2024.

  • Visionary Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 17,488 Equitrans Midstream Corporation Common Stock shares in Q1 2024, an estimated $178K.
  • Visionary Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2023 and held it in 1 quarter.
  • Visionary Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $178K in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.