Valeo Financial Advisors’s Equitable Holdings EQH Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-126	Closed	-$2K	–	1721
2020 Q3	$2K	Sell	126 -87	-41%	-$1.75K	﹤0.01%	1397
2020 Q2	$4K	Buy	213 +69	+48%	+$1.23K	﹤0.01%	1580
2020 Q1	$2K	Buy	+144	New	+$3.15K	﹤0.01%	1509
2018 Q4	–	Sell	-93	Closed	-$2K	–	1560
2018 Q3	$2K	Hold	93	–	–	﹤0.01%	1452
2018 Q2	$2K	Buy	+93	New	+$1.98K	﹤0.01%	1333

Other funds holding EQH

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's EQH Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Equitable Holdings (EQH) in Q4 2020, closing a stake of 126 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in EQH in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2020. 352 funds tracked by Wall St. Rank hold EQH as of Q4 2020.

Valeo Financial Advisors reported no remaining Equitable Holdings position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 126 Equitable Holdings shares in Q4 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Equitable Holdings in Q2 2018 and held it in 5 quarters.
Valeo Financial Advisors's Equitable Holdings position peaked at $4K in Q2 2020.
352 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.