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Perigon Wealth Management’s Equitable Holdings EQH Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-2,100
Closed -$54K – 650
2020
Q4 		$54K Buy
+2,100
New +$49.1K 0.01% 725

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Perigon Wealth Management's EQH Position: Q1 2021 in Review

Perigon Wealth Management sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 2,100 shares — an estimated $54K sold.

Perigon Wealth Management first reported a position in EQH in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 366 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

  • Perigon Wealth Management reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,100 Equitable Holdings shares in Q1 2021, an estimated $54K.
  • Perigon Wealth Management first reported a position in Equitable Holdings in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Equitable Holdings position peaked at $54K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.