AWS
EQC

Atria Wealth Solutions’s Equity Commonwealth EQC Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-65,623
Closed -$1.31M – 2114
2024
Q3 		$1.31M Sell
65,623
-196
-0.3% -$3.9K 0.01% 816
2024
Q2 		$1.28M Sell
65,819
-1,373
-2% -$26.2K 0.01% 790
2024
Q1 		$1.27M Buy
67,192
+522
+0.8% +$9.91K 0.01% 809
2023
Q4 		$1.28M Sell
66,670
-622
-0.9% -$11.8K 0.02% 768
2023
Q3 		$1.24M Buy
67,292
+752
+1% +$14.6K 0.02% 722
2023
Q2 		$1.35M Sell
66,540
-1,077
-2% -$22.3K 0.02% 719
2023
Q1 		$1.4M Buy
67,617
+16,842
+33% +$391K 0.02% 680
2022
Q4 		$1.27M Buy
50,775
+1,456
+3% +$37.2K 0.02% 658
2022
Q3 		$1.25M Buy
49,319
+3,575
+8% +$96.1K 0.02% 640
2022
Q2 		$1.26M Buy
45,744
+3,288
+8% +$88.8K 0.02% 602
2022
Q1 		$1.2M Buy
+42,456
New +$1.13M 0.02% 658

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Atria Wealth Solutions's EQC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 65,623 shares — an estimated $1.31M sold.

Atria Wealth Solutions first reported a position in EQC in Q1 2022 and held it in 11 quarters. The position peaked at $1.4M in Q1 2023. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 65,623 Equity Commonwealth shares in Q4 2024, an estimated $1.31M.
  • Atria Wealth Solutions first reported a position in Equity Commonwealth in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Equity Commonwealth position peaked at $1.4M in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.