BHWM
EQC

Beaird Harris Wealth Management’s Equity Commonwealth EQC Stock Holding History

Beaird Harris Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-353
Closed -$6.85K – 725
2024
Q2 		$6.85K Buy
+353
New +$6.73K ﹤0.01% 420
2022
Q3 		– Sell
-370
Closed -$10K – 539
2022
Q2 		$10K Buy
+370
New +$9.99K ﹤0.01% 251

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Beaird Harris Wealth Management's EQC Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 353 shares — an estimated $6.85K sold.

Beaird Harris Wealth Management first reported a position in EQC in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 353 Equity Commonwealth shares in Q3 2024, an estimated $6.85K.
  • Beaird Harris Wealth Management first reported a position in Equity Commonwealth in Q2 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Equity Commonwealth position peaked at $10K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.