BerganKDV Wealth Management’s Equitable Holdings EQH Stock Holding History

BerganKDV 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
2023 Q2	$1.85K	Hold	68	–	–	﹤0.01%	698
2023 Q1	$1.73K	Hold	68	–	–	﹤0.01%	847
2022 Q4	$1.95K	Hold	68	–	–	﹤0.01%	804
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	800
2022 Q2	$2K	Hold	68	–	–	﹤0.01%	818
2022 Q1	$2K	Hold	68	–	–	﹤0.01%	846
2021 Q4	$2K	Hold	68	–	–	﹤0.01%	907
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	873
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	805
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	771
2020 Q4	$2K	Hold	68	–	–	﹤0.01%	769
2020 Q3	$1K	Hold	68	–	–	﹤0.01%	786
2020 Q2	$1K	Buy	+68	New	+$1.22K	﹤0.01%	843

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BerganKDV Wealth Management's EQH Position: Q2 2023 in Review

BerganKDV Wealth Management held its Equitable Holdings (EQH) position steady in Q2 2023 at 68 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

BerganKDV Wealth Management first reported a position in EQH in Q2 2020 and has held it in 13 quarters since. The position peaked at $2K in Q3 2022. 378 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

BerganKDV Wealth Management held 68 shares of Equitable Holdings worth $1.85K as of Q2 2023.
BerganKDV Wealth Management left its Equitable Holdings share count unchanged in Q2 2023.
Equitable Holdings made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #698 holding.
BerganKDV Wealth Management first reported a position in Equitable Holdings in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Equitable Holdings position peaked at $2K in Q3 2022.
378 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.