NWMG
EQC

National Wealth Management Group’s Equity Commonwealth EQC Stock Holding History

National Wealth Management Group’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,644
Closed -$210K – 158
2022
Q2 		$210K Buy
+7,644
New +$206K 0.27% 103

Other funds holding EQC

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

National Wealth Management Group's EQC Position: Q3 2022 in Review

National Wealth Management Group sold out of Equity Commonwealth (EQC) in Q3 2022, closing a stake of 7,644 shares — an estimated $210K sold.

National Wealth Management Group first reported a position in EQC in Q2 2022 and held it in 1 quarter. The position peaked at $210K in Q2 2022. 243 funds tracked by Wall St. Rank hold EQC as of Q3 2022.

  • National Wealth Management Group reported no remaining Equity Commonwealth position as of Q3 2022 after selling out during the quarter.
  • National Wealth Management Group sold 7,644 Equity Commonwealth shares in Q3 2022, an estimated $210K.
  • National Wealth Management Group first reported a position in Equity Commonwealth in Q2 2022 and held it in 1 quarter.
  • National Wealth Management Group's Equity Commonwealth position peaked at $210K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.