Concord Wealth Partners’s Equitable Holdings EQH Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-50	Closed	-$1.44K	–	1057
2022 Q4	$1.44K	Buy	+50	New	+$1.48K	﹤0.01%	1005
2022 Q3	–	Sell	-50	Closed	-$1K	–	446
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1124
2022 Q1	$2K	Buy	+50	New	+$1.65K	﹤0.01%	1088

Other funds holding EQH

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's EQH Position: Q1 2023 in Review

Concord Wealth Partners sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 50 shares — an estimated $1.44K sold.

Concord Wealth Partners first reported a position in EQH in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Concord Wealth Partners reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 50 Equitable Holdings shares in Q1 2023, an estimated $1.44K.
Concord Wealth Partners first reported a position in Equitable Holdings in Q1 2022 and held it in 3 quarters.
Concord Wealth Partners's Equitable Holdings position peaked at $2K in Q1 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.