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RFP Financial Group’s Equitable Holdings EQH Stock Holding History

RFP Financial 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
-10
Closed -$409 – 325
2024
Q2 		$409 Sell
10
-390
-98% -$15.3K ﹤0.01% 865
2024
Q1 		$6.62K Hold
400
– – ﹤0.01% 467
2023
Q4 		$6.39K Buy
400
+200
+100% +$5.86K ﹤0.01% 493
2023
Q3 		$5.68K Hold
200
– – ﹤0.01% 492
2023
Q2 		$5.43K Hold
200
– – ﹤0.01% 538
2023
Q1 		$5.08K Buy
+200
New +$5.9K 0.01% 392

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

RFP Financial Group's EQH Position: Q3 2024 in Review

RFP Financial Group sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 10 shares — an estimated $409 sold.

RFP Financial Group first reported a position in EQH in Q1 2023 and held it in 6 quarters. The position peaked at $6.62K in Q1 2024. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

  • RFP Financial Group reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 10 Equitable Holdings shares in Q3 2024, an estimated $409.
  • RFP Financial Group first reported a position in Equitable Holdings in Q1 2023 and held it in 6 quarters.
  • RFP Financial Group's Equitable Holdings position peaked at $6.62K in Q1 2024.
  • 502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.