Wealth Enhancement Advisory Services
ETRN

Wealth Enhancement Advisory Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Wealth Enhancement Advisory Services’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
-28,020
Closed -$364K – 2931
2024
Q2 		$364K Buy
28,020
+886
+3% +$11.9K ﹤0.01% 1844
2024
Q1 		$339K Sell
27,134
-2,729
-9% -$29.3K ﹤0.01% 1836
2023
Q4 		$304K Sell
29,863
-430
-1% -$4.04K ﹤0.01% 1800
2023
Q3 		$284K Buy
+30,293
New +$289K ﹤0.01% 1772

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's ETRN Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 28,020 shares — an estimated $364K sold.

Wealth Enhancement Advisory Services first reported a position in ETRN in Q3 2023 and held it in 4 quarters. The position peaked at $364K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 28,020 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $364K.
  • Wealth Enhancement Advisory Services first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Equitrans Midstream Corporation Common Stock position peaked at $364K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.