AWM
EQC

Accurate Wealth Management’s Equity Commonwealth EQC Stock Holding History

Accurate Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-83
Closed -$2.1K – 1532
2022
Q4 		$2.1K Buy
+83
New +$2.12K ﹤0.01% 1194

Other funds holding EQC

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's EQC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Equity Commonwealth (EQC) in Q1 2023, closing a stake of 83 shares — an estimated $2.1K sold.

Accurate Wealth Management first reported a position in EQC in Q4 2022 and held it in 1 quarter. The position peaked at $2.1K in Q4 2022. 252 funds tracked by Wall St. Rank hold EQC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Equity Commonwealth position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 83 Equity Commonwealth shares in Q1 2023, an estimated $2.1K.
  • Accurate Wealth Management first reported a position in Equity Commonwealth in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Equity Commonwealth position peaked at $2.1K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2023.

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