Focused Wealth Management’s Equitable Holdings EQH Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-52	Closed	-$1.73K	–	426
2023 Q4	$1.73K	Hold	52	–	–	﹤0.01%	790
2023 Q3	$1.47K	Buy	52 +1	+2%	+$28	﹤0.01%	805
2023 Q2	$1.39K	Hold	51	–	–	﹤0.01%	844
2023 Q1	$1.29K	Hold	51	–	–	﹤0.01%	839
2022 Q4	$1.45K	Buy	51 +1	+2%	+$30	﹤0.01%	812
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	833
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	816
2022 Q1	$2K	Buy	50 +1	+2%	+$33	﹤0.01%	776
2021 Q4	$2K	Hold	49	–	–	﹤0.01%	798
2021 Q3	$1K	Buy	+49	New	+$1.48K	﹤0.01%	881

Other funds holding EQH

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Focused Wealth Management's EQH Position: Q1 2024 in Review

Focused Wealth Management sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 52 shares — an estimated $1.73K sold.

Focused Wealth Management first reported a position in EQH in Q3 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 447 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

Focused Wealth Management reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 52 Equitable Holdings shares in Q1 2024, an estimated $1.73K.
Focused Wealth Management first reported a position in Equitable Holdings in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Equitable Holdings position peaked at $2K in Q1 2022.
447 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.