TCI Wealth Advisors’s Equitable Holdings EQH Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-250	Closed	-$6.35K	–	838
2023 Q1	$6.35K	Sell	250 -143	-36%	-$4.22K	﹤0.01%	1365
2022 Q4	$11.3K	Buy	393 +3	+0.8%	+$89	﹤0.01%	988
2022 Q3	$10K	Buy	390 +21	+6%	+$597	﹤0.01%	1000
2022 Q2	$10K	Sell	369 -38	-9%	-$1.1K	﹤0.01%	1001
2022 Q1	$13K	Buy	407 +4	+1%	+$132	﹤0.01%	923
2021 Q4	$13K	Hold	403	–	–	﹤0.01%	963
2021 Q3	$12K	Buy	403 +16	+4%	+$484	﹤0.01%	972
2021 Q2	$12K	Hold	387	–	–	﹤0.01%	846
2021 Q1	$13K	Buy	387 +154	+66%	+$4.44K	0.01%	705
2020 Q4	$6K	Hold	233	–	–	﹤0.01%	800
2020 Q3	$4K	Hold	233	–	–	﹤0.01%	835
2020 Q2	$4K	Hold	233	–	–	﹤0.01%	792
2020 Q1	$3K	Buy	+233	New	+$5.09K	﹤0.01%	852
2018 Q4	–	Sell	-179	Closed	-$4K	–	1494
2018 Q3	$4K	Hold	179	–	–	﹤0.01%	839
2018 Q2	$4K	Buy	+179	New	+$3.81K	﹤0.01%	836

Other funds holding EQH

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

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

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

TCI Wealth Advisors's EQH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Equitable Holdings (EQH) in Q2 2023, closing a stake of 250 shares — an estimated $6.35K sold.

TCI Wealth Advisors first reported a position in EQH in Q2 2018 and held it in 15 quarters. The position peaked at $13K in Q1 2022. 378 funds tracked by Wall St. Rank hold EQH as of Q2 2023.

TCI Wealth Advisors reported no remaining Equitable Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 250 Equitable Holdings shares in Q2 2023, an estimated $6.35K.
TCI Wealth Advisors first reported a position in Equitable Holdings in Q2 2018 and held it in 15 quarters.
TCI Wealth Advisors's Equitable Holdings position peaked at $13K in Q1 2022.
378 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.