CA
EQH icon

Cetera Advisors’s Equitable Holdings EQH Stock Holding History

Cetera 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
Q1 		$503K Buy
13,227
+3,608
+38% +$123K ﹤0.01% 1600
2023
Q4 		$320K Buy
+9,619
New +$282K ﹤0.01% 1382

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Advisors's EQH Position: Q1 2024 in Review

Cetera Advisors increased its Equitable Holdings (EQH) stake by 38% in Q1 2024, buying an estimated $123K and bringing the position to 13,227 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Cetera Advisors first reported a position in EQH in Q4 2023 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Cetera Advisors held 13,227 shares of Equitable Holdings worth $503K as of Q1 2024.
  • Cetera Advisors bought 3,608 Equitable Holdings shares in Q1 2024, an estimated $123K.
  • Equitable Holdings made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1600 holding.
  • Cetera Advisors first reported a position in Equitable Holdings in Q4 2023 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.