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Accurate Wealth Management’s Equitable Holdings EQH Stock Holding History

Accurate 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
-30
Closed -$897 – 606
2022
Q4 		$897 Buy
+30
New +$888 ﹤0.01% 1391

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Accurate Wealth Management sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 30 shares — an estimated $897 sold.

Accurate Wealth Management first reported a position in EQH in Q4 2022 and held it in 1 quarter. The position peaked at $897 in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Accurate Wealth Management reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Equitable Holdings shares in Q1 2023, an estimated $897.
  • Accurate Wealth Management first reported a position in Equitable Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Equitable Holdings position peaked at $897 in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

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