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Avior Wealth Management’s Equitable Holdings EQH Stock Holding History

Avior 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
2024
Q4 		– Sell
-50
Closed -$2.1K – 2488
2024
Q3 		$2.1K Buy
+50
New +$2.05K ﹤0.01% 1969
2024
Q2 		– Sell
-305
Closed -$11.6K – 2715
2024
Q1 		$11.6K Buy
+305
New +$10.4K ﹤0.01% 1814

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Avior Wealth Management's EQH Position: Q4 2024 in Review

Avior Wealth Management sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 50 shares — an estimated $2.1K sold.

Avior Wealth Management first reported a position in EQH in Q1 2024 and held it in 2 quarters. The position peaked at $11.6K in Q1 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Avior Wealth Management reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 50 Equitable Holdings shares in Q4 2024, an estimated $2.1K.
  • Avior Wealth Management first reported a position in Equitable Holdings in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Equitable Holdings position peaked at $11.6K in Q1 2024.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.