SOA Wealth Advisors’s Equity Residential EQR Stock Holding History

SOA Wealth Advisors’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
2022 Q3	–	Sell	-4	Closed	–	–	863
2022 Q2	$0	Sell	4 -136	-97%	-$10.8K	﹤0.01%	866
2022 Q1	$12K	Hold	140	–	–	﹤0.01%	549
2021 Q4	$12K	Hold	140	–	–	﹤0.01%	533
2021 Q3	$11K	Hold	140	–	–	﹤0.01%	568
2021 Q2	$10K	Sell	140 -84	-38%	-$6.35K	﹤0.01%	572
2021 Q1	$16K	Sell	224 -9	-4%	-$596	﹤0.01%	436
2020 Q4	$15K	Buy	+233	New	+$13.2K	﹤0.01%	450

Other funds holding EQR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return