FW
EQC

FullCircle Wealth’s Equity Commonwealth EQC Stock Holding History

FullCircle Wealth’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,485
Closed -$267K – 238
2024
Q3 		$267K Sell
13,485
-28,520
-68% -$568K 0.12% 154
2024
Q2 		$814K Buy
+42,005
New +$800K 0.4% 87

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

FullCircle Wealth's EQC Position: Q4 2024 in Review

FullCircle Wealth sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 13,485 shares — an estimated $267K sold.

FullCircle Wealth first reported a position in EQC in Q2 2024 and held it in 2 quarters. The position peaked at $814K in Q2 2024. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • FullCircle Wealth reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • FullCircle Wealth sold 13,485 Equity Commonwealth shares in Q4 2024, an estimated $267K.
  • FullCircle Wealth first reported a position in Equity Commonwealth in Q2 2024 and held it in 2 quarters.
  • FullCircle Wealth's Equity Commonwealth position peaked at $814K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on FullCircle Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.