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Widmann Financial Services’s Equitable Holdings EQH Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-104
Closed -$3K – 196
2021
Q4 		$3K Buy
+104
New +$3.41K ﹤0.01% 381

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T. Rowe Price Associates
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Norges Bank
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Widmann Financial Services's EQH Position: Q1 2022 in Review

Widmann Financial Services sold out of Equitable Holdings (EQH) in Q1 2022, closing a stake of 104 shares — an estimated $3K sold.

Widmann Financial Services first reported a position in EQH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 398 funds tracked by Wall St. Rank hold EQH as of Q1 2022.

  • Widmann Financial Services reported no remaining Equitable Holdings position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 104 Equitable Holdings shares in Q1 2022, an estimated $3K.
  • Widmann Financial Services first reported a position in Equitable Holdings in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Equitable Holdings position peaked at $3K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.