Wipfli Financial Advisors’s Equitable Holdings EQH Stock Holding History

Wipfli Financial 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
2022 Q3	$172K	Buy	+6,543	New	+$186K	0.01%	493

Other funds holding EQH

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wipfli Financial Advisors's EQH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Equitable Holdings (EQH) in Q3 2022: 6,543 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

388 funds tracked by Wall St. Rank hold EQH as of Q3 2022.

Wipfli Financial Advisors held 6,543 shares of Equitable Holdings worth $172K as of Q3 2022.
Equitable Holdings was a new Wipfli Financial Advisors position in Q3 2022.
Equitable Holdings made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #493 holding.
388 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.