ICA Group Wealth Management’s Equitable Holdings EQH Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-106	Closed	-$4.03K	–	926
2024 Q1	$4.03K	Hold	106	–	–	﹤0.01%	1077
2023 Q4	$3.53K	Buy	+106	New	+$3.1K	﹤0.01%	1091
2023 Q3	–	Sell	-106	Closed	-$2.88K	–	499
2023 Q2	$2.88K	Hold	106	–	–	﹤0.01%	1085
2023 Q1	$2.69K	Hold	106	–	–	﹤0.01%	1043
2022 Q4	$3.04K	Buy	+106	New	+$3.14K	﹤0.01%	1057

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

ICA Group Wealth Management's EQH Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 106 shares — an estimated $4.03K sold.

ICA Group Wealth Management first reported a position in EQH in Q4 2022 and held it in 5 quarters. The position peaked at $4.03K in Q1 2024. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

ICA Group Wealth Management reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 106 Equitable Holdings shares in Q2 2024, an estimated $4.03K.
ICA Group Wealth Management first reported a position in Equitable Holdings in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Equitable Holdings position peaked at $4.03K in Q1 2024.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.