American Portfolios Advisors’s Equitable Holdings EQH Stock Holding History

American Portfolios Advisors’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
2022 Q3	$47.6K	Buy	1,807 +376	+26%	+$10.7K	﹤0.01%	1731
2022 Q2	$37.3K	Buy	1,431 +140	+11%	+$4.06K	﹤0.01%	1922
2022 Q1	$39.9K	Sell	1,291 -90	-7%	-$2.97K	﹤0.01%	1997
2021 Q4	$45.3K	Hold	1,381	–	–	﹤0.01%	1910
2021 Q3	$40.9K	Buy	1,381 +71	+5%	+$2.15K	﹤0.01%	1884
2021 Q2	$39.9K	Hold	1,310	–	–	﹤0.01%	1848
2021 Q1	$42.7K	Hold	1,310	–	–	﹤0.01%	1669
2020 Q4	$33.5K	Hold	1,310	–	–	﹤0.01%	1573
2020 Q3	$23.9K	Hold	1,310	–	–	﹤0.01%	1620
2020 Q2	$25.3K	Hold	1,310	–	–	﹤0.01%	1551
2020 Q1	$18.9K	Hold	1,310	–	–	﹤0.01%	1548
2019 Q4	$32.5K	Buy	1,310 +5	+0.4%	+$116	﹤0.01%	1530
2019 Q3	$28.9K	Buy	1,305 +83	+7%	+$1.78K	﹤0.01%	1511
2019 Q2	$25.5K	Buy	1,222 +7	+0.6%	+$151	﹤0.01%	1574
2019 Q1	$24.5K	Buy	+1,215	New	+$23.2K	﹤0.01%	1512

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's EQH Position: Q3 2022 in Review

American Portfolios Advisors increased its Equitable Holdings (EQH) stake by 26% in Q3 2022, buying an estimated $10.7K and bringing the position to 1,807 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

American Portfolios Advisors first reported a position in EQH in Q1 2019 and has held it in 15 quarters since. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

American Portfolios Advisors held 1,807 shares of Equitable Holdings worth $47.6K as of Q3 2022.
American Portfolios Advisors bought 376 Equitable Holdings shares in Q3 2022, an estimated $10.7K.
Equitable Holdings made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1731 holding.
American Portfolios Advisors first reported a position in Equitable Holdings in Q1 2019 and has held it in 15 quarters since.
388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.