WWP
EQC

WR Wealth Planners’s Equity Commonwealth EQC Stock Holding History

WR Wealth Planners’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-535
Closed -$9.83K – 896
2023
Q3 		$9.83K Hold
535
– – ﹤0.01% 567
2023
Q2 		$10.8K Sell
535
-435
-45% -$9K ﹤0.01% 535
2023
Q1 		$20.1K Buy
+970
New +$22.5K 0.01% 429

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WR Wealth Planners's EQC Position: Q4 2023 in Review

WR Wealth Planners sold out of Equity Commonwealth (EQC) in Q4 2023, closing a stake of 535 shares — an estimated $9.83K sold.

WR Wealth Planners first reported a position in EQC in Q1 2023 and held it in 3 quarters. The position peaked at $20.1K in Q1 2023. 270 funds tracked by Wall St. Rank hold EQC as of Q4 2023.

  • WR Wealth Planners reported no remaining Equity Commonwealth position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 535 Equity Commonwealth shares in Q4 2023, an estimated $9.83K.
  • WR Wealth Planners first reported a position in Equity Commonwealth in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Equity Commonwealth position peaked at $20.1K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.