RWB
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RMR Wealth Builders’s Equitable Holdings EQH Stock Holding History

RMR Wealth Builders’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
2020
Q3 		– Sell
-1,438
Closed -$28K – 298
2020
Q2 		$28K Buy
+1,438
New +$25.7K 0.03% 278
2019
Q4 		$51K Buy
+2,040
New +$47.3K 0.05% 224

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RMR Wealth Builders's EQH Position: Q3 2020 in Review

RMR Wealth Builders sold out of Equitable Holdings (EQH) in Q3 2020, closing a stake of 1,438 shares — an estimated $28K sold.

RMR Wealth Builders first reported a position in EQH in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q4 2019. 307 funds tracked by Wall St. Rank hold EQH as of Q3 2020.

  • RMR Wealth Builders reported no remaining Equitable Holdings position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 1,438 Equitable Holdings shares in Q3 2020, an estimated $28K.
  • RMR Wealth Builders first reported a position in Equitable Holdings in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Equitable Holdings position peaked at $51K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.