DWA
EQC

Delos Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

Delos Wealth Advisors’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
2022
Q1 		– Sell
-576
Closed -$15K – 445
2021
Q4 		$15K Buy
+576
New +$15K 0.01% 166

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delos Wealth Advisors's EQC Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Equity Commonwealth (EQC) in Q1 2022, closing a stake of 576 shares — an estimated $15K sold.

Delos Wealth Advisors first reported a position in EQC in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 247 funds tracked by Wall St. Rank hold EQC as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Equity Commonwealth position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 576 Equity Commonwealth shares in Q1 2022, an estimated $15K.
  • Delos Wealth Advisors first reported a position in Equity Commonwealth in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Equity Commonwealth position peaked at $15K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.