Ropes Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Ropes 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	-9	Closed	–	–	414
2020 Q4	$0	Buy	+9	New	+$210	﹤0.01%	831

Other funds holding EQH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ropes Wealth Advisors's EQH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Equitable Holdings (EQH) in Q1 2021, closing a stake of 9 shares.

Ropes Wealth Advisors first reported a position in EQH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 366 funds tracked by Wall St. Rank hold EQH as of Q1 2021.

Ropes Wealth Advisors reported no remaining Equitable Holdings position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 9 Equitable Holdings shares in Q1 2021.
Ropes Wealth Advisors first reported a position in Equitable Holdings in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Equitable Holdings position peaked at $0 in Q4 2020.
366 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.