Atticus Wealth Management’s Equitable Holdings EQH Stock Holding History

Atticus Wealth Management’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 Q4	–	Sell	-19	Closed	–	–	567
2022 Q3	$0	Hold	19	–	–	﹤0.01%	579
2022 Q2	$0	Hold	19	–	–	﹤0.01%	609
2022 Q1	$1K	Buy	+19	New	+$626	﹤0.01%	555

Other funds holding EQH

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atticus Wealth Management's EQH Position: Q4 2022 in Review

Atticus Wealth Management sold out of Equitable Holdings (EQH) in Q4 2022, closing a stake of 19 shares.

Atticus Wealth Management first reported a position in EQH in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 413 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

Atticus Wealth Management reported no remaining Equitable Holdings position as of Q4 2022 after selling out during the quarter.
Atticus Wealth Management sold 19 Equitable Holdings shares in Q4 2022.
Atticus Wealth Management first reported a position in Equitable Holdings in Q1 2022 and held it in 3 quarters.
Atticus Wealth Management's Equitable Holdings position peaked at $1K in Q1 2022.
413 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.