WR Wealth Planners’s Equitable Holdings EQH Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-15	Closed	-$570	–	1172
2024 Q1	$570	Buy	+15	New	+$510	﹤0.01%	1024

Other funds holding EQH

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

WR Wealth Planners's EQH Position: Q2 2024 in Review

WR Wealth Planners sold out of Equitable Holdings (EQH) in Q2 2024, closing a stake of 15 shares — an estimated $570 sold.

WR Wealth Planners first reported a position in EQH in Q1 2024 and held it in 1 quarter. The position peaked at $570 in Q1 2024. 490 funds tracked by Wall St. Rank hold EQH as of Q2 2024.

WR Wealth Planners reported no remaining Equitable Holdings position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 15 Equitable Holdings shares in Q2 2024, an estimated $570.
WR Wealth Planners first reported a position in Equitable Holdings in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Equitable Holdings position peaked at $570 in Q1 2024.
490 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.