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TFO Wealth Partners’s Equitable Holdings EQH Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-14
Closed -$532 – 270
2024
Q1 		$532 Hold
14
– – ﹤0.01% 249
2023
Q4 		$466 Hold
14
– – ﹤0.01% 349
2023
Q3 		$380 Hold
14
– – ﹤0.01% 551
2023
Q2 		$380 Hold
14
– – ﹤0.01% 340
2023
Q1 		$355 Buy
14
+12
+600% +$354 ﹤0.01% 326
2022
Q4 		$189 Buy
+2
New +$59 ﹤0.01% 643
2022
Q3 		– Sell
-43
Closed -$1K – 247
2022
Q2 		$1K Buy
+43
New +$1.25K ﹤0.01% 401

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return