CPA
EQH icon

Capital Performance Advisors’s Equitable Holdings EQH Stock Holding History

Capital Performance Advisors’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
-215
Closed -$9.04K – 948
2024
Q3 		$9.04K Buy
+215
New +$8.82K ﹤0.01% 873

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Capital Performance Advisors's EQH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 215 shares — an estimated $9.04K sold.

Capital Performance Advisors first reported a position in EQH in Q3 2024 and held it in 1 quarter. The position peaked at $9.04K in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 215 Equitable Holdings shares in Q4 2024, an estimated $9.04K.
  • Capital Performance Advisors first reported a position in Equitable Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Equitable Holdings position peaked at $9.04K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.