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SteelPeak Wealth’s Equitable Holdings EQH Stock Holding History

SteelPeak 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
2022
Q2 		– Sell
-60,121
Closed -$1.86M – 427
2022
Q1 		$1.86M Buy
60,121
+30,375
+102% +$1M 0.11% 127
2021
Q4 		$975K Buy
29,746
+17,977
+153% +$590K 0.06% 179
2021
Q3 		$349K Sell
11,769
-30,291
-72% -$917K 0.02% 304
2021
Q2 		$1.28M Buy
+42,060
New +$1.37M 0.09% 149

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SteelPeak Wealth's EQH Position: Q2 2022 in Review

SteelPeak Wealth sold out of Equitable Holdings (EQH) in Q2 2022, closing a stake of 60,121 shares — an estimated $1.86M sold.

SteelPeak Wealth first reported a position in EQH in Q2 2021 and held it in 4 quarters. The position peaked at $1.86M in Q1 2022. 394 funds tracked by Wall St. Rank hold EQH as of Q2 2022.

  • SteelPeak Wealth reported no remaining Equitable Holdings position as of Q2 2022 after selling out during the quarter.
  • SteelPeak Wealth sold 60,121 Equitable Holdings shares in Q2 2022, an estimated $1.86M.
  • SteelPeak Wealth first reported a position in Equitable Holdings in Q2 2021 and held it in 4 quarters.
  • SteelPeak Wealth's Equitable Holdings position peaked at $1.86M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.