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Riverpoint Wealth Management Holdings’s Equity Residential EQR Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-9,245
Closed -$712K – 64
2021
Q2 		$712K Hold
9,245
– – 0.2% 47
2021
Q1 		$662K Hold
9,245
– – 0.2% 45
2020
Q4 		$548K Sell
9,245
-1,084
-10% -$61.2K 0.17% 50
2020
Q3 		$530K Buy
+10,329
New +$571K 0.19% 47

Other funds holding EQR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverpoint Wealth Management Holdings's EQR Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of Equity Residential (EQR) in Q3 2021, closing a stake of 9,245 shares — an estimated $712K sold.

Riverpoint Wealth Management Holdings first reported a position in EQR in Q3 2020 and held it in 4 quarters. The position peaked at $712K in Q2 2021. 595 funds tracked by Wall St. Rank hold EQR as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining Equity Residential position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 9,245 Equity Residential shares in Q3 2021, an estimated $712K.
  • Riverpoint Wealth Management Holdings first reported a position in Equity Residential in Q3 2020 and held it in 4 quarters.
  • Riverpoint Wealth Management Holdings's Equity Residential position peaked at $712K in Q2 2021.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.