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Wagner Wealth Management (South Carolina)’s Equity Residential EQR Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26
Closed -$2K – 682
2021
Q3 		$2K Hold
26
– – ﹤0.01% 598
2021
Q2 		$2K Hold
26
– – ﹤0.01% 629
2021
Q1 		$2K Buy
+26
New +$1.72K ﹤0.01% 599
2017
Q4 		– Hold
0
– – – 485

Other funds holding EQR

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EQR Position: Q4 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Equity Residential (EQR) in Q4 2021, closing a stake of 26 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in EQR in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 654 funds tracked by Wall St. Rank hold EQR as of Q4 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Equity Residential position as of Q4 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 26 Equity Residential shares in Q4 2021, an estimated $2K.
  • Wagner Wealth Management (South Carolina) first reported a position in Equity Residential in Q1 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Equity Residential position peaked at $2K in Q3 2021.
  • 654 funds tracked by Wall St. Rank held Equity Residential as of Q4 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2021, filed 15 Feb 2022.