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LFAS
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
Shares
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
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1-Year Est. Return
Canada Pension Plan Investment Board
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$155B AUM
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$535B AUM
26.23%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CM
Conifer Management
New York
$524M AUM
14.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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