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Fortitude Advisory Group’s Equitable Holdings EQH Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-299
Closed -$9K – 530
2022
Q1 		$9K Hold
299
– – ﹤0.01% 1036
2021
Q4 		$10K Buy
+299
New +$9.81K 0.01% 1031

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortitude Advisory Group's EQH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Equitable Holdings (EQH) in Q2 2022, closing a stake of 299 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in EQH in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Equitable Holdings position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 299 Equitable Holdings shares in Q2 2022, an estimated $9K.
  • Fortitude Advisory Group first reported a position in Equitable Holdings in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Equitable Holdings position peaked at $10K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.