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ProVise Management Group’s Kovitz Core Equity ETF EQTY Stock Holding History

ProVise Management Group’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,362
Closed -$367K – 352
2022
Q4 		$367K Buy
+23,362
New +$369K 0.04% 235

Other funds holding EQTY

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ProVise Management Group's EQTY Position: Q1 2023 in Review

ProVise Management Group sold out of Kovitz Core Equity ETF (EQTY) in Q1 2023, closing a stake of 23,362 shares — an estimated $367K sold.

ProVise Management Group first reported a position in EQTY in Q4 2022 and held it in 1 quarter. The position peaked at $367K in Q4 2022. 9 funds tracked by Wall St. Rank hold EQTY as of Q1 2023.

  • ProVise Management Group reported no remaining Kovitz Core Equity ETF position as of Q1 2023 after selling out during the quarter.
  • ProVise Management Group sold 23,362 Kovitz Core Equity ETF shares in Q1 2023, an estimated $367K.
  • ProVise Management Group first reported a position in Kovitz Core Equity ETF in Q4 2022 and held it in 1 quarter.
  • ProVise Management Group's Kovitz Core Equity ETF position peaked at $367K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q1 2023.

Based on ProVise Management Group's 13F filing for Q1 2023, filed 8 May 2023.