Bartlett & Co Wealth Management’s Equitable Holdings EQH Stock Holding History

Bartlett & Co 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
2021 Q3	–	Sell	-25	Closed	-$761	–	978
2021 Q2	$761	Hold	25	–	–	﹤0.01%	988
2021 Q1	$815	Sell	25 -20	-44%	-$577	﹤0.01%	1003
2020 Q4	$1.15K	Buy	+45	New	+$1.05K	﹤0.01%	1020
2019 Q2	–	Sell	-101	Closed	-$2.03K	–	784
2019 Q1	$2.03K	Buy	+101	New	+$1.93K	﹤0.01%	649

Other funds holding EQH

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Bartlett & Co Wealth Management's EQH Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Equitable Holdings (EQH) in Q3 2021, closing a stake of 25 shares — an estimated $761 sold.

Bartlett & Co Wealth Management first reported a position in EQH in Q1 2019 and held it in 4 quarters. The position peaked at $2.03K in Q1 2019. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining Equitable Holdings position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 25 Equitable Holdings shares in Q3 2021, an estimated $761.
Bartlett & Co Wealth Management first reported a position in Equitable Holdings in Q1 2019 and held it in 4 quarters.
Bartlett & Co Wealth Management's Equitable Holdings position peaked at $2.03K in Q1 2019.
374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.