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Wetzel Investment Advisors’s Equitable Holdings EQH Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-60
Closed -$2.28K – 354
2024
Q2 		$2.28K Hold
60
– – ﹤0.01% 722
2024
Q1 		$2.17K Hold
60
– – ﹤0.01% 826
2023
Q4 		$2K Buy
+60
New +$1.76K ﹤0.01% 856

Other funds holding EQH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Equitable Holdings (EQH) in Q3 2024, closing a stake of 60 shares — an estimated $2.28K sold.

Wetzel Investment Advisors first reported a position in EQH in Q4 2023 and held it in 3 quarters. The position peaked at $2.28K in Q2 2024. 502 funds tracked by Wall St. Rank hold EQH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Equitable Holdings position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 60 Equitable Holdings shares in Q3 2024, an estimated $2.28K.
  • Wetzel Investment Advisors first reported a position in Equitable Holdings in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Equitable Holdings position peaked at $2.28K in Q2 2024.
  • 502 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2024.

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