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Genesee Capital Advisors’s Equitable Holdings EQH Stock Holding History

Genesee Capital Advisors’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
-32,145
Closed -$994K – 105
2022
Q1 		$994K Buy
32,145
+2,227
+7% +$73.4K 0.52% 50
2021
Q4 		$981K Buy
29,918
+336
+1% +$11K 0.47% 51
2021
Q3 		$877K Buy
+29,582
New +$896K 0.43% 55

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

Genesee Capital Advisors's EQH Position: Q2 2022 in Review

Genesee Capital Advisors sold out of Equitable Holdings (EQH) in Q2 2022, closing a stake of 32,145 shares — an estimated $994K sold.

Genesee Capital Advisors first reported a position in EQH in Q3 2021 and held it in 3 quarters. The position peaked at $994K in Q1 2022. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

  • Genesee Capital Advisors reported no remaining Equitable Holdings position as of Q2 2022 after selling out during the quarter.
  • Genesee Capital Advisors sold 32,145 Equitable Holdings shares in Q2 2022, an estimated $994K.
  • Genesee Capital Advisors first reported a position in Equitable Holdings in Q3 2021 and held it in 3 quarters.
  • Genesee Capital Advisors's Equitable Holdings position peaked at $994K in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Genesee Capital Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.