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Patriot Financial Group Insurance Agency’s Equitable Holdings EQH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-53
Closed -$1K – 861
2022
Q2 		$1K Sell
53
-142
-73% -$4.12K ﹤0.01% 1885
2022
Q1 		$6K Sell
195
-4
-2% -$132 ﹤0.01% 1542
2021
Q4 		$7K Sell
199
-56
-22% -$1.84K ﹤0.01% 1602
2021
Q3 		$8K Buy
255
+14
+6% +$424 ﹤0.01% 1549
2021
Q2 		$7K Sell
241
-1
-0.4% -$33 ﹤0.01% 1551
2021
Q1 		$8K Hold
242
– – ﹤0.01% 1421
2020
Q4 		$6K Sell
242
-125
-34% -$2.92K ﹤0.01% 1370
2020
Q3 		$7K Hold
367
– – ﹤0.01% 1130
2020
Q2 		$7K Buy
367
+173
+89% +$3.09K ﹤0.01% 1075
2020
Q1 		$3K Sell
194
-1
-0.5% -$22 ﹤0.01% 1199
2019
Q4 		$5K Sell
195
-15
-7% -$348 ﹤0.01% 971
2019
Q3 		$5K Buy
210
+72
+52% +$1.54K ﹤0.01% 935
2019
Q2 		$3K Sell
138
-14
-9% -$301 ﹤0.01% 1036
2019
Q1 		$3K Buy
+152
New +$2.9K ﹤0.01% 938

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 $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EQH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Equitable Holdings (EQH) in Q3 2022, closing a stake of 53 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in EQH in Q1 2019 and held it in 14 quarters. The position peaked at $8K in Q3 2021. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Equitable Holdings position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 53 Equitable Holdings shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Equitable Holdings in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Equitable Holdings position peaked at $8K in Q3 2021.
  • 388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.