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Destiny Wealth Partners’s Equitable Holdings EQH Stock Holding History

Destiny 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
-220
Closed -$6.31K – 319
2022
Q4 		$6.31K Hold
220
– – ﹤0.01% 542
2022
Q3 		$6K Hold
220
– – ﹤0.01% 476
2022
Q2 		$6K Buy
+220
New +$6.38K ﹤0.01% 494

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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Destiny Wealth Partners sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 220 shares — an estimated $6.31K sold.

Destiny Wealth Partners first reported a position in EQH in Q2 2022 and held it in 3 quarters. The position peaked at $6.31K in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 220 Equitable Holdings shares in Q1 2023, an estimated $6.31K.
  • Destiny Wealth Partners first reported a position in Equitable Holdings in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Equitable Holdings position peaked at $6.31K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

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