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DB Wealth Management Group’s Equitable Holdings EQH Stock Holding History

DB Wealth Management Group’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
Q4 		$28.1K Hold
845
– – 0.02% 206
2023
Q3 		$24K Hold
845
– – 0.02% 210
2023
Q2 		$22.9K Hold
845
– – 0.01% 217
2023
Q1 		$21.5K Hold
845
– – 0.01% 222
2022
Q4 		$24.3K Hold
845
– – 0.02% 208
2022
Q3 		$22K Hold
845
– – 0.02% 218
2022
Q2 		$22K Hold
845
– – 0.02% 219
2022
Q1 		$26K Buy
+845
New +$27.9K 0.02% 227

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DB Wealth Management Group's EQH Position: Q4 2023 in Review

DB Wealth Management Group held its Equitable Holdings (EQH) position steady in Q4 2023 at 845 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #206.

DB Wealth Management Group first reported a position in EQH in Q1 2022 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

  • DB Wealth Management Group held 845 shares of Equitable Holdings worth $28.1K as of Q4 2023.
  • DB Wealth Management Group left its Equitable Holdings share count unchanged in Q4 2023.
  • Equitable Holdings made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #206 holding.
  • DB Wealth Management Group first reported a position in Equitable Holdings in Q1 2022 and has held it in 8 quarters since.
  • 424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.