WR Wealth Planners’s Equinor EQNR Stock Holding History

WR Wealth Planners’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 Q1	–	Sell	-28	Closed	-$1K	–	936
2022 Q4	$1K	Hold	28	–	–	﹤0.01%	431
2022 Q3	$927	Hold	28	–	–	﹤0.01%	426
2022 Q2	$973	Buy	+28	New	+$1K	﹤0.01%	456

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

WR Wealth Planners's EQNR Position: Q1 2023 in Review

WR Wealth Planners sold out of Equinor (EQNR) in Q1 2023, closing a stake of 28 shares — an estimated $1K sold.

WR Wealth Planners first reported a position in EQNR in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 339 funds tracked by Wall St. Rank hold EQNR as of Q1 2023.

WR Wealth Planners reported no remaining Equinor position as of Q1 2023 after selling out during the quarter.
WR Wealth Planners sold 28 Equinor shares in Q1 2023, an estimated $1K.
WR Wealth Planners first reported a position in Equinor in Q2 2022 and held it in 3 quarters.
WR Wealth Planners's Equinor position peaked at $1K in Q4 2022.
339 funds tracked by Wall St. Rank held Equinor as of Q1 2023.

Based on WR Wealth Planners's 13F filing for Q1 2023, filed 1 Aug 2024.