WMA
ETRN

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

Wealth Management Associates’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
2022
Q3 		– Sell
-34,685
Closed -$221K – 188
2022
Q2 		$221K Buy
34,685
+8,635
+33% +$66.6K 0.15% 155
2022
Q1 		$220K Buy
26,050
+11,175
+75% +$92.1K 0.12% 179
2021
Q4 		$154K Buy
+14,875
New +$154K 0.08% 190

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Wealth Management Associates's ETRN Position: Q3 2022 in Review

Wealth Management Associates sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2022, closing a stake of 34,685 shares — an estimated $221K sold.

Wealth Management Associates first reported a position in ETRN in Q4 2021 and held it in 3 quarters. The position peaked at $221K in Q2 2022. 317 funds tracked by Wall St. Rank hold ETRN as of Q3 2022.

  • Wealth Management Associates reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Associates sold 34,685 Equitrans Midstream Corporation Common Stock shares in Q3 2022, an estimated $221K.
  • Wealth Management Associates first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2021 and held it in 3 quarters.
  • Wealth Management Associates's Equitrans Midstream Corporation Common Stock position peaked at $221K in Q2 2022.
  • 317 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.