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Archford Capital Strategies’s Equity Residential EQR Stock Holding History

Archford Capital Strategies’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,659
Closed -$512K – 288
2021
Q4 		$512K Sell
5,659
-426
-7% -$36.6K 0.12% 180
2021
Q3 		$492K Sell
6,085
-29
-0.5% -$2.4K 0.12% 190
2021
Q2 		$471K Buy
+6,114
New +$462K 0.12% 186

Other funds holding EQR

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Archford Capital Strategies's EQR Position: Q1 2022 in Review

Archford Capital Strategies sold out of Equity Residential (EQR) in Q1 2022, closing a stake of 5,659 shares — an estimated $512K sold.

Archford Capital Strategies first reported a position in EQR in Q2 2021 and held it in 3 quarters. The position peaked at $512K in Q4 2021. 660 funds tracked by Wall St. Rank hold EQR as of Q1 2022.

  • Archford Capital Strategies reported no remaining Equity Residential position as of Q1 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 5,659 Equity Residential shares in Q1 2022, an estimated $512K.
  • Archford Capital Strategies first reported a position in Equity Residential in Q2 2021 and held it in 3 quarters.
  • Archford Capital Strategies's Equity Residential position peaked at $512K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held Equity Residential as of Q1 2022.

Based on Archford Capital Strategies's 13F filing for Q1 2022, filed 18 Apr 2022.