Advisornet Financial’s Equity Commonwealth EQC Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-3,500	Closed	-$70.9K	–	2437
2023 Q2	$70.9K	Hold	3,500	–	–	0.01%	730
2023 Q1	$72.5K	Hold	3,500	–	–	0.01%	698
2022 Q4	$87.4K	Hold	3,500	–	–	0.01%	652
2022 Q3	$85K	Hold	3,500	–	–	0.01%	696
2022 Q2	$96K	Hold	3,500	–	–	0.01%	683
2022 Q1	$99K	Hold	3,500	–	–	0.01%	756
2021 Q4	$91K	Hold	3,500	–	–	0.01%	845
2021 Q3	$91K	Sell	3,500 -2,000	-36%	-$52.6K	0.01%	827
2021 Q2	$144K	Buy	+5,500	New	+$153K	0.01%	685
2019 Q4	–	Sell	-13	Closed	–	–	2011
2019 Q3	$0	Buy	+13	New	+$437	﹤0.01%	1980

Other funds holding EQC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Advisornet Financial's EQC Position: Q3 2023 in Review

Advisornet Financial sold out of Equity Commonwealth (EQC) in Q3 2023, closing a stake of 3,500 shares — an estimated $70.9K sold.

Advisornet Financial first reported a position in EQC in Q3 2019 and held it in 10 quarters. The position peaked at $144K in Q2 2021. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2023.

Advisornet Financial reported no remaining Equity Commonwealth position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 3,500 Equity Commonwealth shares in Q3 2023, an estimated $70.9K.
Advisornet Financial first reported a position in Equity Commonwealth in Q3 2019 and held it in 10 quarters.
Advisornet Financial's Equity Commonwealth position peaked at $144K in Q2 2021.
258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.