Winning Points Advisors’s Equity Bancshares EQBK Stock Holding History

Winning Points Advisors’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
2023 Q1	–	Sell	-8,499	Closed	-$278K	–	45
2022 Q4	$278K	Sell	8,499 -1,000	-11%	-$34.5K	0.35%	36
2022 Q3	$286K	Hold	9,499	–	–	0.35%	39
2022 Q2	$276K	Sell	9,499 -2,500	-21%	-$78.2K	0.3%	43
2022 Q1	$388K	Buy	+11,999	New	+$390K	0.3%	43

Other funds holding EQBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winning Points Advisors's EQBK Position: Q1 2023 in Review

Winning Points Advisors sold out of Equity Bancshares (EQBK) in Q1 2023, closing a stake of 8,499 shares — an estimated $278K sold.

Winning Points Advisors first reported a position in EQBK in Q1 2022 and held it in 4 quarters. The position peaked at $388K in Q1 2022. 92 funds tracked by Wall St. Rank hold EQBK as of Q1 2023.

Winning Points Advisors reported no remaining Equity Bancshares position as of Q1 2023 after selling out during the quarter.
Winning Points Advisors sold 8,499 Equity Bancshares shares in Q1 2023, an estimated $278K.
Winning Points Advisors first reported a position in Equity Bancshares in Q1 2022 and held it in 4 quarters.
Winning Points Advisors's Equity Bancshares position peaked at $388K in Q1 2022.
92 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2023.

Based on Winning Points Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.