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Redwood Wealth Management Group’s Equitable Holdings EQH Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-210
Closed -$8.58K – 449
2024
Q2 		$8.58K Buy
+210
New +$8.23K 0.01% 631

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Redwood Wealth Management Group's EQH Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 210 shares — an estimated $8.58K sold.

Redwood Wealth Management Group first reported a position in EQH in Q2 2024 and held it in 1 quarter. The position peaked at $8.58K in Q2 2024. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 210 Equitable Holdings shares in Q3 2024, an estimated $8.58K.
  • Redwood Wealth Management Group first reported a position in Equitable Holdings in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Equitable Holdings position peaked at $8.58K in Q2 2024.
  • 502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.