WWP
ETRN

WR Wealth Planners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-232
Closed -$3.01K – 1219
2024
Q2 		$3.01K Hold
232
– – ﹤0.01% 801
2024
Q1 		$2.9K Buy
+232
New +$2.49K ﹤0.01% 814
2023
Q4 		– Sell
-232
Closed -$2.17K – 906
2023
Q3 		$2.17K Hold
232
– – ﹤0.01% 768
2023
Q2 		$2.22K Hold
232
– – ﹤0.01% 761
2023
Q1 		$1.34K Hold
232
– – ﹤0.01% 820
2022
Q4 		$1.55K Hold
232
– – ﹤0.01% 405
2022
Q3 		$1.74K Hold
232
– – ﹤0.01% 396
2022
Q2 		$1.48K Hold
232
– – ﹤0.01% 435
2022
Q1 		$1.96K Buy
+232
New +$1.91K ﹤0.01% 430

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

WR Wealth Planners's ETRN Position: Q3 2024 in Review

WR Wealth Planners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 232 shares — an estimated $3.01K sold.

WR Wealth Planners first reported a position in ETRN in Q1 2022 and held it in 9 quarters. The position peaked at $3.01K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • WR Wealth Planners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 232 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $3.01K.
  • WR Wealth Planners first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Equitrans Midstream Corporation Common Stock position peaked at $3.01K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.