Amplius Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-261	Closed	-$8K	–	394
2021 Q4	$8K	Buy	+261	New	+$8.57K	﹤0.01%	634

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Amplius Wealth Advisors's EQH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 261 shares — an estimated $8K sold.

Amplius Wealth Advisors first reported a position in EQH in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

Amplius Wealth Advisors reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 261 Equitable Holdings shares in Q1 2022, an estimated $8K.
Amplius Wealth Advisors first reported a position in Equitable Holdings in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Equitable Holdings position peaked at $8K in Q4 2021.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.