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Meridian Wealth Partners’s Equitable Holdings EQH Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-345
Closed -$11K – 455
2021
Q1 		$11K Buy
+345
New +$9.95K ﹤0.01% 421

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BlackRock
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Norges Bank
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Pzena Investment Management
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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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

Meridian Wealth Partners's EQH Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Equitable Holdings (EQH) in Q2 2021, closing a stake of 345 shares — an estimated $11K sold.

Meridian Wealth Partners first reported a position in EQH in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 384 funds tracked by Wall St. Rank hold EQH as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Equitable Holdings position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 345 Equitable Holdings shares in Q2 2021, an estimated $11K.
  • Meridian Wealth Partners first reported a position in Equitable Holdings in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Equitable Holdings position peaked at $11K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.