FFA
EQH icon

Founders Financial Alliance’s Equitable Holdings EQH Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-55
Closed -$1K – 678
2020
Q3 		$1K Buy
+55
New +$1.11K ﹤0.01% 1280

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Founders Financial Alliance's EQH Position: Q4 2020 in Review

Founders Financial Alliance sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 55 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in EQH in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

  • Founders Financial Alliance reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 55 Equitable Holdings shares in Q4 2020, an estimated $1K.
  • Founders Financial Alliance first reported a position in Equitable Holdings in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Equitable Holdings position peaked at $1K in Q3 2020.
  • 352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.