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Prospera Financial Services’s Equitable Holdings EQH Stock Holding History

Prospera Financial Services’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
-77
Closed -$2K – 1051
2022
Q2 		$2K Buy
77
+58
+305% +$1.68K ﹤0.01% 1542
2022
Q1 		$1K Buy
+19
New +$626 ﹤0.01% 2597

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 $999B AUM 46.22% 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 $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's EQH Position: Q3 2022 in Review

Prospera Financial Services sold out of Equitable Holdings (EQH) in Q3 2022, closing a stake of 77 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in EQH in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

  • Prospera Financial Services reported no remaining Equitable Holdings position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 77 Equitable Holdings shares in Q3 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Equitable Holdings in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Equitable Holdings position peaked at $2K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.