FDx Advisors’s Equitable Holdings EQH Stock Holding History

FDx Advisors’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 Q2	–	Sell	-8,818	Closed	-$253K	–	777
2023 Q1	$253K	Hold	8,818	–	–	0.01%	630
2022 Q4	$253K	Buy	+8,818	New	+$261K	0.01%	630
2022 Q1	–	Sell	-13,469	Closed	-$442K	–	861
2021 Q4	$442K	Buy	13,469 +85	+0.6%	+$2.79K	0.01%	574
2021 Q3	$397K	Buy	13,384 +2,646	+25%	+$80.1K	0.01%	573
2021 Q2	$327K	Buy	+10,738	New	+$350K	0.01%	633
2021 Q1	–	Sell	-8,145	Closed	-$208K	–	776
2020 Q4	$208K	Buy	+8,145	New	+$191K	0.01%	677

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FDx Advisors's EQH Position: Q2 2023 in Review

FDx Advisors sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 8,818 shares — an estimated $253K sold.

FDx Advisors first reported a position in EQH in Q4 2020 and held it in 6 quarters. The position peaked at $442K in Q4 2021. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

FDx Advisors reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 8,818 Equitable Holdings shares in Q2 2023, an estimated $253K.
FDx Advisors first reported a position in Equitable Holdings in Q4 2020 and held it in 6 quarters.
FDx Advisors's Equitable Holdings position peaked at $442K in Q4 2021.
380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.