CWA
EQC

Canvas Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

Canvas Wealth Advisors’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
Q1 		– Sell
-21,923
Closed -$427K – 162
2023
Q4 		$427K Sell
21,923
-3,971
-15% -$75.1K 0.16% 76
2023
Q3 		$474K Buy
+25,894
New +$502K 0.19% 68
2023
Q1 		– Sell
-19,092
Closed -$483K – 161
2022
Q4 		$483K Sell
19,092
-10,651
-36% -$272K 0.2% 79
2022
Q3 		$762K Sell
29,743
-42,252
-59% -$1.14M 0.32% 54
2022
Q2 		$1.98M Sell
71,995
-25,877
-26% -$699K 0.8% 33
2022
Q1 		$2.58M Buy
97,872
+24,577
+34% +$657K 0.94% 30
2021
Q4 		$1.9M Buy
73,295
+3,606
+5% +$93.9K 0.68% 37
2021
Q3 		$1.81M Buy
69,689
+2,854
+4% +$75.1K 0.74% 36
2021
Q2 		$1.75M Buy
66,835
+3,929
+6% +$109K 0.79% 32
2021
Q1 		$1.77M Buy
+62,906
New +$1.78M 1.03% 26

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

Canvas Wealth Advisors's EQC Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Equity Commonwealth (EQC) in Q1 2024, closing a stake of 21,923 shares — an estimated $427K sold.

Canvas Wealth Advisors first reported a position in EQC in Q1 2021 and held it in 10 quarters. The position peaked at $2.58M in Q1 2022. 264 funds tracked by Wall St. Rank hold EQC as of Q1 2024.

  • Canvas Wealth Advisors reported no remaining Equity Commonwealth position as of Q1 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 21,923 Equity Commonwealth shares in Q1 2024, an estimated $427K.
  • Canvas Wealth Advisors first reported a position in Equity Commonwealth in Q1 2021 and held it in 10 quarters.
  • Canvas Wealth Advisors's Equity Commonwealth position peaked at $2.58M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.