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Modera Wealth Management’s Equitable Holdings EQH Stock Holding History

Modera 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
Q1 		– Sell
-10,144
Closed -$333K – 427
2021
Q4 		$333K Buy
+10,144
New +$333K 0.01% 371

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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

Modera Wealth Management's EQH Position: Q1 2022 in Review

Modera Wealth Management sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 10,144 shares — an estimated $333K sold.

Modera Wealth Management first reported a position in EQH in Q4 2021 and held it in 1 quarter. The position peaked at $333K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

  • Modera Wealth Management reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 10,144 Equitable Holdings shares in Q1 2022, an estimated $333K.
  • Modera Wealth Management first reported a position in Equitable Holdings in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Equitable Holdings position peaked at $333K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.