FWM
EQH icon

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return