CWC
EQC

Carolinas Wealth Consulting’s Equity Commonwealth EQC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-26
Closed -$487 – 1084
2024
Q1 		$487 Buy
+26
New +$494 ﹤0.01% 982
2022
Q1 		– Sell
-1,916
Closed -$50K – 1028
2021
Q4 		$50K Hold
1,916
– – 0.01% 366
2021
Q3 		$50K Buy
+1,916
New +$50.4K 0.01% 348

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Carolinas Wealth Consulting's EQC Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Equity Commonwealth (EQC) in Q2 2024, closing a stake of 26 shares — an estimated $487 sold.

Carolinas Wealth Consulting first reported a position in EQC in Q3 2021 and held it in 3 quarters. The position peaked at $50K in Q4 2021. 260 funds tracked by Wall St. Rank hold EQC as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Equity Commonwealth position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 Equity Commonwealth shares in Q2 2024, an estimated $487.
  • Carolinas Wealth Consulting first reported a position in Equity Commonwealth in Q3 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Equity Commonwealth position peaked at $50K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.