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Patriot Financial Group Insurance Agency’s Equity Residential EQR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-78
Closed -$6K – 864
2022
Q2 		$6K Hold
78
– – ﹤0.01% 1416
2022
Q1 		$7K Sell
78
-22
-22% -$1.94K ﹤0.01% 1486
2021
Q4 		$9K Sell
100
-150
-60% -$12.9K ﹤0.01% 1523
2021
Q3 		$20K Hold
250
– – ﹤0.01% 1209
2021
Q2 		$19K Hold
250
– – ﹤0.01% 1201
2021
Q1 		$18K Hold
250
– – ﹤0.01% 1137
2020
Q4 		$15K Buy
+250
New +$14.1K ﹤0.01% 1079

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State Street
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T. Rowe Price Associates
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Equity Residential (EQR) in Q3 2022, closing a stake of 78 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in EQR in Q4 2020 and held it in 7 quarters. The position peaked at $20K in Q3 2021. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Equity Residential position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 78 Equity Residential shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Equity Residential in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Equity Residential position peaked at $20K in Q3 2021.
  • 618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

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