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B. Riley Wealth Advisors’s Equitable Holdings EQH Stock Holding History

B. Riley 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
2020
Q3 		– Sell
-22,625
Closed -$437K – 956
2020
Q2 		$437K Buy
22,625
+5,311
+31% +$94.9K 0.03% 499
2020
Q1 		$251K Buy
+17,314
New +$378K 0.02% 597

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

B. Riley Wealth Advisors's EQH Position: Q3 2020 in Review

B. Riley Wealth Advisors sold out of Equitable Holdings (EQH) in Q3 2020, closing a stake of 22,625 shares — an estimated $437K sold.

B. Riley Wealth Advisors first reported a position in EQH in Q1 2020 and held it in 2 quarters. The position peaked at $437K in Q2 2020. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • B. Riley Wealth Advisors reported no remaining Equitable Holdings position as of Q3 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,625 Equitable Holdings shares in Q3 2020, an estimated $437K.
  • B. Riley Wealth Advisors first reported a position in Equitable Holdings in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Equitable Holdings position peaked at $437K in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.