FourThought Financial’s Equitable Holdings EQH Stock Holding History

FourThought Financial’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 Q1	–	Sell	-76	Closed	-$2K	–	1490
2021 Q4	$2K	Hold	76	–	–	﹤0.01%	1362
2021 Q3	$2K	Hold	76	–	–	﹤0.01%	1355
2021 Q2	$2K	Hold	76	–	–	﹤0.01%	1359
2021 Q1	$2K	Hold	76	–	–	﹤0.01%	1305
2020 Q4	$1K	Buy	+76	New	+$1.78K	﹤0.01%	1372

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

FourThought Financial's EQH Position: Q1 2022 in Review

FourThought Financial sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 76 shares — an estimated $2K sold.

FourThought Financial first reported a position in EQH in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

FourThought Financial reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 76 Equitable Holdings shares in Q1 2022, an estimated $2K.
FourThought Financial first reported a position in Equitable Holdings in Q4 2020 and held it in 5 quarters.
FourThought Financial's Equitable Holdings position peaked at $2K in Q4 2021.
398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.