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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TFO Wealth Partners's EQH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 14 shares — an estimated $532 sold.

TFO Wealth Partners first reported a position in EQH in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 491 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

TFO Wealth Partners reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 14 Equitable Holdings shares in Q2 2024, an estimated $532.
TFO Wealth Partners first reported a position in Equitable Holdings in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's Equitable Holdings position peaked at $1K in Q2 2022.
491 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.