IWP
EQH icon

Icon Wealth Partners’s Equitable Holdings EQH Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-213
Closed -$4K – 338
2019
Q1 		$4K Buy
+213
New +$4.07K ﹤0.01% 776

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Canada Pension Plan Investment Board
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Hotchkis & Wiley Capital Management
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T. Rowe Price Associates
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TIM
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Viking Global Investors
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Icon Wealth Partners's EQH Position: Q2 2019 in Review

Icon Wealth Partners sold out of Equitable Holdings (EQH) in Q2 2019, closing a stake of 213 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in EQH in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 264 funds tracked by Wall St. Rank hold EQH as of Q2 2019.

  • Icon Wealth Partners reported no remaining Equitable Holdings position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 213 Equitable Holdings shares in Q2 2019, an estimated $4K.
  • Icon Wealth Partners first reported a position in Equitable Holdings in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Equitable Holdings position peaked at $4K in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.