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Abound Wealth Management’s Equitable Holdings EQH Stock Holding History

Abound 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
2024
Q2 		– Sell
-1
Closed -$40 – 1213
2024
Q1 		$40 Hold
1
– – ﹤0.01% 1286
2023
Q4 		$35 Hold
1
– – ﹤0.01% 1314
2023
Q3 		$29 Hold
1
– – ﹤0.01% 1163
2023
Q2 		$28 Buy
+1
New +$25 ﹤0.01% 1189

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Abound Wealth Management's EQH Position: Q2 2024 in Review

Abound Wealth Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 1 share — an estimated $40 sold.

Abound Wealth Management first reported a position in EQH in Q2 2023 and held it in 4 quarters. The position peaked at $40 in Q1 2024. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

  • Abound Wealth Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Equitable Holdings share in Q2 2024, an estimated $40.
  • Abound Wealth Management first reported a position in Equitable Holdings in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Equitable Holdings position peaked at $40 in Q1 2024.
  • 490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.