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SFS
Sowell Financial Services’s
Equitable Holdings
EQH
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-6,411
Closed
-$225K
–
1164
2021
Q1
$225K
Buy
6,411
+927
+17%
+$26.7K
0.01%
984
2020
Q4
$140K
Buy
5,484
+4,382
+398%
+$102K
0.01%
1011
2020
Q3
$20K
Sell
1,102
-898
-45%
-$18.1K
﹤0.01%
1559
2020
Q2
$39K
Buy
2,000
+1,696
+558%
+$30.3K
﹤0.01%
1244
2020
Q1
$4K
Buy
304
+140
+85%
+$3.06K
﹤0.01%
1883
2019
Q4
$4K
Hold
164
–
–
﹤0.01%
1961
2019
Q3
$4K
Buy
+164
New
+$3.52K
﹤0.01%
1826
Other funds holding EQH
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
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1-Year Est. Return
Norges Bank
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$935B AUM
Pzena Investment Management
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$30.8B AUM
11.29%
1-Year Est. Return
Canada Pension Plan Investment Board
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$155B AUM
29.93%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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
CM
Conifer Management
New York
$524M AUM
14.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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