FSWA
EQR icon

Financial Synergies Wealth Advisors’s Equity Residential EQR Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed -$362 – 486
2022
Q2 		$362 Buy
+5
New +$397 ﹤0.01% 411

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Synergies Wealth Advisors's EQR Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Equity Residential (EQR) in Q3 2022, closing a stake of 5 shares — an estimated $362 sold.

Financial Synergies Wealth Advisors first reported a position in EQR in Q2 2022 and held it in 1 quarter. The position peaked at $362 in Q2 2022. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Equity Residential position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Equity Residential shares in Q3 2022, an estimated $362.
  • Financial Synergies Wealth Advisors first reported a position in Equity Residential in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Equity Residential position peaked at $362 in Q2 2022.
  • 618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.