Simplicity Wealth’s Equitable Holdings EQH Stock Holding History

Simplicity Wealth’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	-7,399	Closed	-$302K	–	703
2024 Q2	$302K	Sell	7,399 -184	-2%	-$7.21K	0.01%	942
2024 Q1	$288K	Buy	+7,583	New	+$258K	0.01%	932

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Simplicity Wealth's EQH Position: Q3 2024 in Review

Simplicity Wealth sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 7,399 shares — an estimated $302K sold.

Simplicity Wealth first reported a position in EQH in Q1 2024 and held it in 2 quarters. The position peaked at $302K in Q2 2024. 503 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

Simplicity Wealth reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 7,399 Equitable Holdings shares in Q3 2024, an estimated $302K.
Simplicity Wealth first reported a position in Equitable Holdings in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Equitable Holdings position peaked at $302K in Q2 2024.
503 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.