WIA
EQC

Wetzel Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-36
Closed -$680 – 934
2024
Q2 		$680 Buy
+36
New +$686 ﹤0.01% 846

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 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 $3.37T AUM 44.26% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Wetzel Investment Advisors's EQC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 36 shares — an estimated $680 sold.

Wetzel Investment Advisors first reported a position in EQC in Q2 2024 and held it in 1 quarter. The position peaked at $680 in Q2 2024. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 36 Equity Commonwealth shares in Q3 2024, an estimated $680.
  • Wetzel Investment Advisors first reported a position in Equity Commonwealth in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Equity Commonwealth position peaked at $680 in Q2 2024.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.