Arkadios Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-287	Closed	-$8K	–	921
2021 Q3	$8K	Buy	287 +1	+0.3%	+$30	﹤0.01%	1491
2021 Q2	$8K	Buy	286 +204	+249%	+$6.65K	﹤0.01%	1587
2021 Q1	$2K	Buy	82 +78	+1,950%	+$2.25K	﹤0.01%	1513
2020 Q4	$0	Sell	4 -7	-64%	-$164	﹤0.01%	1384
2020 Q3	$222	Sell	11 -15	-58%	-$302	﹤0.01%	998
2020 Q2	$510	Buy	+26	New	+$465	﹤0.01%	909

Other funds holding EQH

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Arkadios Wealth Advisors sold out of Equitable Holdings (EQH) in Q4 2021, closing a stake of 287 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in EQH in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Equitable Holdings position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 287 Equitable Holdings shares in Q4 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in Equitable Holdings in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Equitable Holdings position peaked at $8K in Q3 2021.
397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

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