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One Wealth Advisors’s Equitable Holdings EQH Stock Holding History

One Wealth Advisors’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
Q3 		– Sell
-8,144
Closed -$221K – 197
2023
Q2 		$221K Sell
8,144
-377
-4% -$9.54K 0.05% 190
2023
Q1 		$216K Buy
8,521
+3,484
+69% +$103K 0.05% 182
2022
Q4 		$145K Buy
+5,037
New +$149K 0.03% 237

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

One Wealth Advisors's EQH Position: Q3 2023 in Review

One Wealth Advisors sold out of Equitable Holdings (EQH) in Q3 2023, closing a stake of 8,144 shares — an estimated $221K sold.

One Wealth Advisors first reported a position in EQH in Q4 2022 and held it in 3 quarters. The position peaked at $221K in Q2 2023. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

  • One Wealth Advisors reported no remaining Equitable Holdings position as of Q3 2023 after selling out during the quarter.
  • One Wealth Advisors sold 8,144 Equitable Holdings shares in Q3 2023, an estimated $221K.
  • One Wealth Advisors first reported a position in Equitable Holdings in Q4 2022 and held it in 3 quarters.
  • One Wealth Advisors's Equitable Holdings position peaked at $221K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on One Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.