WealthPLAN Partners’s Equinor EQNR Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-55	Closed	-$1.61K	–	547
2023 Q2	$1.61K	Hold	55	–	–	﹤0.01%	1102
2023 Q1	$1.56K	Buy	+55	New	+$1.66K	﹤0.01%	1159
2017 Q2	–	Sell	-312	Closed	-$5.36K	–	250
2017 Q1	$5.36K	Buy	+312	New	+$5.61K	0.02%	341
2016 Q3	$10.5K	Sell	627 -795	-56%	-$12.9K	﹤0.01%	595
2016 Q2	$10.7K	Buy	+1,422	New	+$23.3K	﹤0.01%	1706

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's EQNR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Equinor (EQNR) in Q3 2023, closing a stake of 55 shares — an estimated $1.61K sold.

WealthPLAN Partners first reported a position in EQNR in Q2 2016 and held it in 5 quarters. The position peaked at $10.7K in Q2 2016. 332 funds tracked by Wall St. Rank hold EQNR as of Q3 2023.

WealthPLAN Partners reported no remaining Equinor position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 55 Equinor shares in Q3 2023, an estimated $1.61K.
WealthPLAN Partners first reported a position in Equinor in Q2 2016 and held it in 5 quarters.
WealthPLAN Partners's Equinor position peaked at $10.7K in Q2 2016.
332 funds tracked by Wall St. Rank held Equinor as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.