Kapitalo Investimentos’s Equitable Holdings EQH Stock Holding History

Kapitalo Investimentos’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
2023 Q2	–	Sell	-10,314	Closed	-$262K	–	550
2023 Q1	$262K	Buy	+10,314	New	+$304K	0.09%	108

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

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

Kapitalo Investimentos's EQH Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 10,314 shares — an estimated $262K sold.

Kapitalo Investimentos first reported a position in EQH in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 380 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

Kapitalo Investimentos reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 10,314 Equitable Holdings shares in Q2 2023, an estimated $262K.
Kapitalo Investimentos first reported a position in Equitable Holdings in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Equitable Holdings position peaked at $262K in Q1 2023.
380 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.