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Selective Wealth Management’s Equitable Holdings EQH Stock Holding History

Selective Wealth Management’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
2022
Q2 		– Sell
-1,500
Closed -$46K – 780
2022
Q1 		$46K Buy
+1,500
New +$49.4K 0.02% 317

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Selective Wealth Management's EQH Position: Q2 2022 in Review

Selective Wealth Management sold out of Equitable Holdings (EQH) in Q2 2022, closing a stake of 1,500 shares — an estimated $46K sold.

Selective Wealth Management first reported a position in EQH in Q1 2022 and held it in 1 quarter. The position peaked at $46K in Q1 2022. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

  • Selective Wealth Management reported no remaining Equitable Holdings position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,500 Equitable Holdings shares in Q2 2022, an estimated $46K.
  • Selective Wealth Management first reported a position in Equitable Holdings in Q1 2022 and held it in 1 quarter.
  • Selective Wealth Management's Equitable Holdings position peaked at $46K in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.