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Regent Peak Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-129
Closed -$3K – 401
2020
Q4 		$3K Buy
+129
New +$3.02K ﹤0.01% 735

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Regent Peak Wealth Advisors's EQH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 129 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in EQH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 366 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 129 Equitable Holdings shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Equitable Holdings in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Equitable Holdings position peaked at $3K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.