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WR Wealth Planners’s EQT Corp EQT Stock Holding History

WR Wealth Planners’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 		$271K Buy
5,881
+49
+0.8% +$2.02K 0.09% 137
2024
Q3 		$214K Sell
5,832
-63
-1% -$2.14K 0.06% 171
2024
Q2 		$218K Buy
5,895
+109
+2% +$4.27K 0.07% 159
2024
Q1 		$214K Buy
5,786
+80
+1% +$2.87K 0.07% 160
2023
Q4 		$221K Sell
5,706
-394
-6% -$16K 0.08% 168
2023
Q3 		$248K Buy
6,100
+1,000
+20% +$41.4K 0.09% 152
2023
Q2 		$210K Buy
5,100
+100
+2% +$3.54K 0.08% 164
2023
Q1 		$160K Buy
+5,000
New +$160K 0.07% 181

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

WR Wealth Planners's EQT Position: Q4 2024 in Review

WR Wealth Planners increased its EQT Corp (EQT) stake by 0.84% in Q4 2024, buying an estimated $2.02K and bringing the position to 5,881 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #137.

WR Wealth Planners first reported a position in EQT in Q1 2023 and has held it in 8 quarters since. 881 funds tracked by Wall St. Rank hold EQT as of Q4 2024.

  • WR Wealth Planners held 5,881 shares of EQT Corp worth $271K as of Q4 2024.
  • WR Wealth Planners bought 49 EQT Corp shares in Q4 2024, an estimated $2.02K.
  • EQT Corp made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #137 holding.
  • WR Wealth Planners first reported a position in EQT Corp in Q1 2023 and has held it in 8 quarters since.
  • 881 funds tracked by Wall St. Rank held EQT Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.