FinTrust Capital Advisors’s Equitable Holdings EQH Stock Holding History

FinTrust Capital 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
2024 Q3	$840K	Sell	19,990 -167	-0.8%	-$6.85K	0.14%	131
2024 Q2	$824K	Buy	20,157 +2,448	+14%	+$95.9K	0.15%	127
2024 Q1	$673K	Sell	17,709 -24	-0.1%	-$816	0.13%	145
2023 Q4	$591K	Sell	17,733 -820	-4%	-$24K	0.12%	157
2023 Q3	$527K	Buy	18,553 +10,754	+138%	+$304K	0.12%	158
2023 Q2	$224K	Hold	7,799	–	–	0.05%	248
2023 Q1	$224K	Hold	7,799	–	–	0.05%	246
2022 Q4	$224K	Buy	7,799 +7,521	+2,705%	+$223K	0.05%	248
2022 Q3	$8K	Buy	+278	New	+$7.9K	﹤0.01%	921
2019 Q2	–	Sell	-36	Closed	-$1K	–	1116
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	1186
2018 Q4	$1K	Buy	+36	New	+$702	﹤0.01%	1198

Other funds holding EQH

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

FinTrust Capital Advisors's EQH Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Equitable Holdings (EQH) stake by 0.83% in Q3 2024, selling an estimated $6.85K and leaving 19,990 shares worth $840K. The position accounts for 0.14% of the portfolio, ranked #131.

FinTrust Capital Advisors first reported a position in EQH in Q4 2018 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

FinTrust Capital Advisors held 19,990 shares of Equitable Holdings worth $840K as of Q3 2024.
FinTrust Capital Advisors sold 167 Equitable Holdings shares in Q3 2024, an estimated $6.85K.
Equitable Holdings made up 0.14% of FinTrust Capital Advisors's portfolio in Q3 2024, its #131 holding.
FinTrust Capital Advisors first reported a position in Equitable Holdings in Q4 2018 and has held it in 11 quarters since.
502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.