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Newbridge Financial Services Group’s Equitable Holdings EQH Stock Holding History

Newbridge Financial Services Group’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
-30
Closed -$1K – 1469
2021
Q4 		$1K Buy
+30
New +$985 ﹤0.01% 1318

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

Newbridge Financial Services Group's EQH Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in EQH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 30 Equitable Holdings shares in Q1 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Equitable Holdings in Q4 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Equitable Holdings position peaked at $1K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.