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Williams Jones Wealth Management’s Equity Bancshares EQBK Stock Holding History

Williams Jones Wealth Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,900
Closed -$237K – 533
2024
Q1 		$237K Hold
6,900
– – ﹤0.01% 467
2023
Q4 		$234K Buy
+6,900
New +$189K ﹤0.01% 465

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Williams Jones Wealth Management's EQBK Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of Equity Bancshares (EQBK) in Q2 2024, closing a stake of 6,900 shares — an estimated $237K sold.

Williams Jones Wealth Management first reported a position in EQBK in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 109 funds tracked by Wall St. Rank hold EQBK as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining Equity Bancshares position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,900 Equity Bancshares shares in Q2 2024, an estimated $237K.
  • Williams Jones Wealth Management first reported a position in Equity Bancshares in Q4 2023 and held it in 2 quarters.
  • Williams Jones Wealth Management's Equity Bancshares position peaked at $237K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.