Level Four Advisory Services’s Equitable Holdings EQH Stock Holding History

Level Four Advisory Services’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
2021 Q3	–	Sell	-7,254	Closed	-$221K	–	518
2021 Q2	$221K	Sell	7,254 -1,050	-13%	-$34.2K	0.02%	605
2021 Q1	$271K	Hold	8,304	–	–	0.02%	527
2020 Q4	$212K	Buy	+8,304	New	+$194K	0.02%	550
2020 Q3	–	Sell	-12,248	Closed	-$235K	–	557
2020 Q2	$235K	Buy	12,248 +677	+6%	+$12.1K	0.02%	506
2020 Q1	$162K	Buy	11,571 +1,610	+16%	+$35.2K	0.02%	465
2019 Q4	$245K	Sell	9,961 -58	-0.6%	-$1.34K	0.01%	497
2019 Q3	$222K	Buy	10,019 +466	+5%	+$10K	0.02%	454
2019 Q2	$200K	Buy	+9,553	New	+$206K	0.02%	509

Other funds holding EQH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Level Four Advisory Services's EQH Position: Q3 2021 in Review

Level Four Advisory Services sold out of Equitable Holdings (EQH) in Q3 2021, closing a stake of 7,254 shares — an estimated $221K sold.

Level Four Advisory Services first reported a position in EQH in Q2 2019 and held it in 8 quarters. The position peaked at $271K in Q1 2021. 374 funds tracked by Wall St. Rank hold EQH as of Q3 2021.

Level Four Advisory Services reported no remaining Equitable Holdings position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 7,254 Equitable Holdings shares in Q3 2021, an estimated $221K.
Level Four Advisory Services first reported a position in Equitable Holdings in Q2 2019 and held it in 8 quarters.
Level Four Advisory Services's Equitable Holdings position peaked at $271K in Q1 2021.
374 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.