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Register Financial Advisors’s Equitable Holdings EQH Stock Holding History

Register Financial 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
2023
Q4 		– Sell
-2,067
Closed -$58.7K – 411
2023
Q3 		$58.7K Buy
2,067
+3
+0.1% +$85 0.04% 248
2023
Q2 		$56.1K Buy
2,064
+3
+0.1% +$76 0.04% 253
2023
Q1 		$52.3K Sell
2,061
-948
-32% -$28K 0.04% 248
2022
Q4 		$86.4K Buy
+3,009
New +$89.1K 0.06% 278

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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Register Financial Advisors's EQH Position: Q4 2023 in Review

Register Financial Advisors sold out of Equitable Holdings (EQH) in Q4 2023, closing a stake of 2,067 shares — an estimated $58.7K sold.

Register Financial Advisors first reported a position in EQH in Q4 2022 and held it in 4 quarters. The position peaked at $86.4K in Q4 2022. 424 funds tracked by Wall St. Rank hold EQH as of Q4 2023.

  • Register Financial Advisors reported no remaining Equitable Holdings position as of Q4 2023 after selling out during the quarter.
  • Register Financial Advisors sold 2,067 Equitable Holdings shares in Q4 2023, an estimated $58.7K.
  • Register Financial Advisors first reported a position in Equitable Holdings in Q4 2022 and held it in 4 quarters.
  • Register Financial Advisors's Equitable Holdings position peaked at $86.4K in Q4 2022.
  • 424 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.