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Abich Financial Wealth Management’s Equity Bancshares EQBK Stock Holding History

Abich Financial Wealth Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17
Closed -$598 – 535
2024
Q2 		$598 Buy
+17
New +$569 ﹤0.01% 695

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's EQBK Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Equity Bancshares (EQBK) in Q3 2024, closing a stake of 17 shares — an estimated $598 sold.

Abich Financial Wealth Management first reported a position in EQBK in Q2 2024 and held it in 1 quarter. The position peaked at $598 in Q2 2024. 110 funds tracked by Wall St. Rank hold EQBK as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Equity Bancshares position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 17 Equity Bancshares shares in Q3 2024, an estimated $598.
  • Abich Financial Wealth Management first reported a position in Equity Bancshares in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Equity Bancshares position peaked at $598 in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Equity Bancshares as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.