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Money Concepts Capital’s Equitable Holdings EQH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-14
Closed -$402 – 1196
2022
Q4 		$402 Buy
+14
New +$414 ﹤0.01% 3030

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Money Concepts Capital's EQH Position: Q1 2023 in Review

Money Concepts Capital sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 14 shares — an estimated $402 sold.

Money Concepts Capital first reported a position in EQH in Q4 2022 and held it in 1 quarter. The position peaked at $402 in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

  • Money Concepts Capital reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 14 Equitable Holdings shares in Q1 2023, an estimated $402.
  • Money Concepts Capital first reported a position in Equitable Holdings in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Equitable Holdings position peaked at $402 in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.