Raymond James Financial Services Advisors’s Equitable Holdings EQH Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$450K	Sell	10,701 -3,772	-26%	-$155K	﹤0.01%	2700
2024 Q2	$591K	Buy	14,473 +3,342	+30%	+$131K	﹤0.01%	2408
2024 Q1	$423K	Sell	11,131 -11,023	-50%	-$375K	﹤0.01%	2629
2023 Q4	$738K	Buy	22,154 +761	+4%	+$22.3K	﹤0.01%	2165
2023 Q3	$607K	Sell	21,393 -3,403	-14%	-$96.1K	﹤0.01%	2206
2023 Q2	$673K	Buy	24,796 +7,177	+41%	+$182K	﹤0.01%	2162
2023 Q1	$447K	Buy	17,619 +9,619	+120%	+$284K	﹤0.01%	2404
2022 Q4	$230K	Buy	+8,000	New	+$237K	﹤0.01%	2775
2020 Q4	–	Sell	-16,046	Closed	-$293K	–	3015
2020 Q3	$293K	Buy	16,046 +499	+3%	+$10K	﹤0.01%	2298
2020 Q2	$300K	Buy	+15,547	New	+$278K	﹤0.01%	2234

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Raymond James Financial Services Advisors's EQH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Equitable Holdings (EQH) stake by 26% in Q3 2024, selling an estimated $155K and leaving 10,701 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

Raymond James Financial Services Advisors first reported a position in EQH in Q2 2020 and has held it in 10 quarters since. The position peaked at $738K in Q4 2023. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

Raymond James Financial Services Advisors held 10,701 shares of Equitable Holdings worth $450K as of Q3 2024.
Raymond James Financial Services Advisors sold 3,772 Equitable Holdings shares in Q3 2024, an estimated $155K.
Equitable Holdings made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2700 holding.
Raymond James Financial Services Advisors first reported a position in Equitable Holdings in Q2 2020 and has held it in 10 quarters since.
Raymond James Financial Services Advisors's Equitable Holdings position peaked at $738K in Q4 2023.
502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.