GWAG
EQR icon

Garrett Wealth Advisory Group’s Equity Residential EQR Stock Holding History

Garrett Wealth Advisory Group’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10
Closed -$863 – 234
2019
Q3 		$863 Buy
+10
New +$818 ﹤0.01% 734

Other funds holding EQR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's EQR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Equity Residential (EQR) in Q4 2019, closing a stake of 10 shares — an estimated $863 sold.

Garrett Wealth Advisory Group first reported a position in EQR in Q3 2019 and held it in 1 quarter. The position peaked at $863 in Q3 2019. 595 funds tracked by Wall St. Rank hold EQR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Equity Residential position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 10 Equity Residential shares in Q4 2019, an estimated $863.
  • Garrett Wealth Advisory Group first reported a position in Equity Residential in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Equity Residential position peaked at $863 in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.