Wolff Wiese Magana’s Equitable Holdings EQH Stock Holding History

Wolff Wiese Magana’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
2023 Q1	–	Sell	-10	Closed	-$287	–	788
2022 Q4	$287	Hold	10	–	–	﹤0.01%	698
2022 Q3	$0	Sell	10 -268	-96%	-$7.62K	﹤0.01%	869
2022 Q2	$7K	Hold	278	–	–	0.01%	585
2022 Q1	$9K	Sell	278 -13	-4%	-$428	0.01%	548
2021 Q4	$10K	Buy	291 +16	+6%	+$525	0.01%	539
2021 Q3	$8K	Sell	275 -12	-4%	-$363	0.01%	556
2021 Q2	$9K	Buy	287 +65	+29%	+$2.12K	0.01%	532
2021 Q1	$7K	Buy	+222	New	+$6.4K	0.01%	536

Other funds holding EQH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wolff Wiese Magana's EQH Position: Q1 2023 in Review

Wolff Wiese Magana sold out of Equitable Holdings (EQH) in Q1 2023, closing a stake of 10 shares — an estimated $287 sold.

Wolff Wiese Magana first reported a position in EQH in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 391 funds tracked by Wall St. Rank hold EQH as of Q1 2023.

Wolff Wiese Magana reported no remaining Equitable Holdings position as of Q1 2023 after selling out during the quarter.
Wolff Wiese Magana sold 10 Equitable Holdings shares in Q1 2023, an estimated $287.
Wolff Wiese Magana first reported a position in Equitable Holdings in Q1 2021 and held it in 8 quarters.
Wolff Wiese Magana's Equitable Holdings position peaked at $10K in Q4 2021.
391 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2023.

Based on Wolff Wiese Magana's 13F filing for Q1 2023, filed 18 Apr 2023.