44 Wealth Management’s Equitable Holdings EQH Stock Holding History

44 Wealth Management’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,518	Closed	-$273K	–	178
2022 Q4	$273K	Sell	9,518 -92	-1%	-$2.72K	0.09%	147
2022 Q3	$253K	Sell	9,610 -52	-0.5%	-$1.48K	0.1%	144
2022 Q2	$252K	Sell	9,662 -6,506	-40%	-$189K	0.1%	145
2022 Q1	$1.02M	Buy	16,168 +6,243	+63%	+$206K	0.37%	74
2021 Q4	$325K	Sell	9,925 -161	-2%	-$5.29K	0.11%	144
2021 Q3	$299K	Buy	10,086 +45	+0.4%	+$1.36K	0.11%	135
2021 Q2	$306K	Sell	10,041 -149	-1%	-$4.86K	0.12%	138
2021 Q1	$332K	Buy	10,190 +53	+0.5%	+$1.53K	0.14%	127
2020 Q4	$259K	Buy	+10,137	New	+$237K	0.12%	135

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

44 Wealth Management's EQH Position: Q1 2023 in Review

44 Wealth Management sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 9,518 shares — an estimated $273K sold.

44 Wealth Management first reported a position in EQH in Q4 2020 and held it in 9 quarters. The position peaked at $1.02M in Q1 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

44 Wealth Management reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
44 Wealth Management sold 9,518 Equitable Holdings shares in Q1 2023, an estimated $273K.
44 Wealth Management first reported a position in Equitable Holdings in Q4 2020 and held it in 9 quarters.
44 Wealth Management's Equitable Holdings position peaked at $1.02M in Q1 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on 44 Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.