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Beacon Capital Management LLC (Tennessee)’s Equitable Holdings EQH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-202
Closed -$8.49K – 1112
2024
Q3 		$8.49K Buy
+202
New +$8.29K ﹤0.01% 685

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Wellington Management Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EQH Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 202 shares — an estimated $8.49K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EQH in Q3 2024 and held it in 1 quarter. The position peaked at $8.49K in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 202 Equitable Holdings shares in Q4 2024, an estimated $8.49K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Equitable Holdings in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Equitable Holdings position peaked at $8.49K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.