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Winch Advisory Services’s EQT Corp EQT Stock Holding History

Winch Advisory Services’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35
Closed -$1.29K – 547
2024
Q3 		$1.29K Buy
+35
New +$1.19K ﹤0.01% 394

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Winch Advisory Services's EQT Position: Q4 2024 in Review

Winch Advisory Services sold out of EQT Corp (EQT) in Q4 2024, closing a stake of 35 shares — an estimated $1.29K sold.

Winch Advisory Services first reported a position in EQT in Q3 2024 and held it in 1 quarter. The position peaked at $1.29K in Q3 2024. 881 funds tracked by Wall St. Rank hold EQT as of Q4 2024.

  • Winch Advisory Services reported no remaining EQT Corp position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 35 EQT Corp shares in Q4 2024, an estimated $1.29K.
  • Winch Advisory Services first reported a position in EQT Corp in Q3 2024 and held it in 1 quarter.
  • Winch Advisory Services's EQT Corp position peaked at $1.29K in Q3 2024.
  • 881 funds tracked by Wall St. Rank held EQT Corp as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.