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Realta Investment Advisors’s Equitable Holdings EQH Stock Holding History

Realta Investment 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
Q2 		– Sell
-100
Closed -$3.8K – 792
2024
Q1 		$3.8K Buy
+100
New +$3.4K ﹤0.01% 759
2023
Q4 		– Sell
-100
Closed -$2.72K – 514
2023
Q3 		$2.72K Hold
100
– – ﹤0.01% 752
2023
Q2 		$2.72K Buy
+100
New +$2.53K ﹤0.01% 802
2023
Q1 		– Sell
-100
Closed -$2.87K – 516
2022
Q4 		$2.87K Hold
100
– – ﹤0.01% 802
2022
Q3 		$3K Buy
+100
New +$2.84K ﹤0.01% 768

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Realta Investment Advisors's EQH Position: Q2 2024 in Review

Realta Investment Advisors sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 100 shares — an estimated $3.8K sold.

Realta Investment Advisors first reported a position in EQH in Q3 2022 and held it in 5 quarters. The position peaked at $3.8K in Q1 2024. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

  • Realta Investment Advisors reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Equitable Holdings shares in Q2 2024, an estimated $3.8K.
  • Realta Investment Advisors first reported a position in Equitable Holdings in Q3 2022 and held it in 5 quarters.
  • Realta Investment Advisors's Equitable Holdings position peaked at $3.8K in Q1 2024.
  • 490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.