IMA Advisory Services’s Equity Bancshares EQBK Stock Holding History

IMA Advisory Services’s Portfolio EQBK Stock Details EQBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,415	Closed	-$58.1K	–	121
2023 Q3	$58.1K	Sell	2,415 -805	-25%	-$20.2K	0.02%	172
2023 Q2	$73.4K	Hold	3,220	–	–	0.02%	166
2023 Q1	$78.5K	Hold	3,220	–	–	0.02%	160
2022 Q4	$105K	Hold	3,220	–	–	0.03%	157
2022 Q3	$95K	Hold	3,220	–	–	0.03%	161
2022 Q2	$94K	Hold	3,220	–	–	0.02%	169
2022 Q1	$104K	Hold	3,220	–	–	0.02%	144
2021 Q4	$109K	Buy	+3,220	New	+$109K	0.02%	152

Other funds holding EQBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

IMA Advisory Services's EQBK Position: Q4 2023 in Review

IMA Advisory Services sold out of Equity Bancshares (EQBK) in Q4 2023, closing a stake of 2,415 shares — an estimated $58.1K sold.

IMA Advisory Services first reported a position in EQBK in Q4 2021 and held it in 8 quarters. The position peaked at $109K in Q4 2021. 102 funds tracked by Wall St. Rank hold EQBK as of Q4 2023.

IMA Advisory Services reported no remaining Equity Bancshares position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 2,415 Equity Bancshares shares in Q4 2023, an estimated $58.1K.
IMA Advisory Services first reported a position in Equity Bancshares in Q4 2021 and held it in 8 quarters.
IMA Advisory Services's Equity Bancshares position peaked at $109K in Q4 2021.
102 funds tracked by Wall St. Rank held Equity Bancshares as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.