Lake Point Wealth Management’s Equitable Holdings EQH Stock Holding History

Lake Point 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
2022 Q2	$10K	Hold	400	–	–	0.01%	152
2022 Q1	$12K	Hold	400	–	–	0.01%	143
2021 Q4	$13K	Buy	400 +100	+33%	+$3.28K	0.01%	146
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	167
2021 Q2	$9K	Buy	+300	New	+$9.79K	﹤0.01%	181
2020 Q1	$3K	Buy	200 +100	+100%	+$2.18K	﹤0.01%	226
2019 Q4	$2K	Buy	+100	New	+$2.32K	﹤0.01%	480
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	528
2019 Q1	$2K	Buy	+100	New	+$1.91K	﹤0.01%	526

Other funds holding EQH

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Point Wealth Management's EQH Position: Q2 2022 in Review

Lake Point Wealth Management held its Equitable Holdings (EQH) position steady in Q2 2022 at 400 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #152.

Lake Point Wealth Management first reported a position in EQH in Q1 2019 and has held it in 9 quarters since. The position peaked at $13K in Q4 2021. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

Lake Point Wealth Management held 400 shares of Equitable Holdings worth $10K as of Q2 2022.
Lake Point Wealth Management left its Equitable Holdings share count unchanged in Q2 2022.
Equitable Holdings made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #152 holding.
Lake Point Wealth Management first reported a position in Equitable Holdings in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Equitable Holdings position peaked at $13K in Q4 2021.
394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.