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Tradition Wealth Management’s Equitable Holdings EQH Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-154
Closed -$5K – 624
2023
Q4 		$5K Hold
154
– – ﹤0.01% 1148
2023
Q3 		$4K Hold
154
– – ﹤0.01% 1226
2023
Q2 		$4K Hold
154
– – ﹤0.01% 1261
2023
Q1 		$4K Buy
+154
New +$4.54K ﹤0.01% 1201

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tradition Wealth Management's EQH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Equitable Holdings (EQH) in Q1 2024, closing a stake of 154 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in EQH in Q1 2023 and held it in 4 quarters. The position peaked at $5K in Q4 2023. 448 funds tracked by Wall St. Rank hold EQH as of Q1 2024.

  • Tradition Wealth Management reported no remaining Equitable Holdings position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 154 Equitable Holdings shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Equitable Holdings in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Equitable Holdings position peaked at $5K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.