Heritage Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Heritage Wealth 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
2024 Q4	–	Sell	-2	Closed	-$84	–	626
2024 Q3	$84	Buy	+2	New	+$82	﹤0.01%	612

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Heritage Wealth Advisors's EQH Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Equitable Holdings (EQH) in Q4 2024, closing a stake of 2 shares — an estimated $84 sold.

Heritage Wealth Advisors first reported a position in EQH in Q3 2024 and held it in 1 quarter. The position peaked at $84 in Q3 2024. 532 funds tracked by Wall St. Rank hold EQH as of Q4 2024.

Heritage Wealth Advisors reported no remaining Equitable Holdings position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 2 Equitable Holdings shares in Q4 2024, an estimated $84.
Heritage Wealth Advisors first reported a position in Equitable Holdings in Q3 2024 and held it in 1 quarter.
Heritage Wealth Advisors's Equitable Holdings position peaked at $84 in Q3 2024.
532 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.