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Wealthspire Advisors (Maryland)’s Equitable Holdings EQH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-172
Closed -$3K – 921
2019
Q1 		$3K Hold
172
– – ﹤0.01% 1992
2018
Q4 		$3K Buy
+172
New +$3.35K ﹤0.01% 1934

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Invesco
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Pzena Investment Management
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Canada Pension Plan Investment Board
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Hotchkis & Wiley Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EQH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Equitable Holdings (EQH) in Q2 2019, closing a stake of 172 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EQH in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 264 funds tracked by Wall St. Rank hold EQH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Equitable Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 172 Equitable Holdings shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Equitable Holdings in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Equitable Holdings position peaked at $3K in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.