AWA
EQC

Arkadios Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-34
Closed – – 1841
2021
Q3 		$0 Sell
34
-490
-94% -$12.9K ﹤0.01% 2086
2021
Q2 		$13K Hold
524
– – ﹤0.01% 1465
2021
Q1 		$14K Buy
524
+34
+7% +$961 ﹤0.01% 1095
2020
Q4 		$13K Buy
+490
New +$13.1K ﹤0.01% 903

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arkadios Wealth Advisors's EQC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 34 shares.

Arkadios Wealth Advisors first reported a position in EQC in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 34 Equity Commonwealth shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Equity Commonwealth in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Equity Commonwealth position peaked at $14K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.