Evoke Wealth’s Equitable Holdings EQH Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-432	Closed	-$11K	–	619
2022 Q3	$11K	Sell	432 -111	-20%	-$3.15K	﹤0.01%	735
2022 Q2	$14K	Sell	543 -35	-6%	-$1.01K	﹤0.01%	716
2022 Q1	$18K	Hold	578	–	–	﹤0.01%	668
2021 Q4	$19K	Buy	+578	New	+$19K	﹤0.01%	686
2020 Q1	–	Sell	-65	Closed	-$1.61K	–	1205
2019 Q4	$1.61K	Buy	+65	New	+$1.51K	﹤0.01%	1108

Other funds holding EQH

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Evoke Wealth's EQH Position: Q4 2022 in Review

Evoke Wealth sold out of Equitable Holdings (EQH) in Q4 2022, closing a stake of 432 shares — an estimated $11K sold.

Evoke Wealth first reported a position in EQH in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 411 funds tracked by Wall St. Rank hold EQH as of Q4 2022.

Evoke Wealth reported no remaining Equitable Holdings position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 432 Equitable Holdings shares in Q4 2022, an estimated $11K.
Evoke Wealth first reported a position in Equitable Holdings in Q4 2019 and held it in 5 quarters.
Evoke Wealth's Equitable Holdings position peaked at $19K in Q4 2021.
411 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.