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Baker Avenue Asset Management’s Equity Bancshares EQBK Stock Holding History

Baker Avenue Asset Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$487 – 1636
2023
Q1 		$487 Buy
+20
New +$590 ﹤0.01% 1445

Other funds holding EQBK

T. Rowe Price Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's EQBK Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Equity Bancshares (EQBK) in Q2 2023, closing a stake of 20 shares — an estimated $487 sold.

Baker Avenue Asset Management first reported a position in EQBK in Q1 2023 and held it in 1 quarter. The position peaked at $487 in Q1 2023. 90 funds tracked by Wall St. Rank hold EQBK as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Equity Bancshares position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 20 Equity Bancshares shares in Q2 2023, an estimated $487.
  • Baker Avenue Asset Management first reported a position in Equity Bancshares in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Equity Bancshares position peaked at $487 in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.