My Personal CFO LLC’s Equitable Holdings EQH Stock Holding History

My Personal CFO LLC’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	-333	Closed	-$9.56K	–	306
2022 Q4	$9.56K	Buy	+333	New	+$9.86K	0.01%	271

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

My Personal CFO LLC's EQH Position: Q1 2023 in Review

My Personal CFO LLC sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 333 shares — an estimated $9.56K sold.

My Personal CFO LLC first reported a position in EQH in Q4 2022 and held it in 1 quarter. The position peaked at $9.56K in Q4 2022. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

My Personal CFO LLC reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 333 Equitable Holdings shares in Q1 2023, an estimated $9.56K.
My Personal CFO LLC first reported a position in Equitable Holdings in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Equitable Holdings position peaked at $9.56K in Q4 2022.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.