TCWA
EQC

Turtle Creek Wealth Advisors’s Equity Commonwealth EQC Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$269 – 852
2023
Q4 		$269 Buy
+14
New +$265 ﹤0.01% 842

Other funds holding EQC

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's EQC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Equity Commonwealth (EQC) in Q1 2024, closing a stake of 14 shares — an estimated $269 sold.

Turtle Creek Wealth Advisors first reported a position in EQC in Q4 2023 and held it in 1 quarter. The position peaked at $269 in Q4 2023. 264 funds tracked by Wall St. Rank hold EQC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Equity Commonwealth position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 14 Equity Commonwealth shares in Q1 2024, an estimated $269.
  • Turtle Creek Wealth Advisors first reported a position in Equity Commonwealth in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Equity Commonwealth position peaked at $269 in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.