9258 Wealth Management’s Equinix EQIX Stock Holding History

9258 Wealth Management’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$279K	Buy	314 +1	+0.3%	+$819	0.04%	280
2024 Q2	$237K	Sell	313 -3	-0.9%	-$2.28K	0.04%	301
2024 Q1	$261K	Buy	316 +1	+0.3%	+$841	0.04%	283
2023 Q4	$254K	Buy	315 +1	+0.3%	+$768	0.04%	274
2023 Q3	$228K	Hold	314	–	–	0.04%	283
2023 Q2	$246K	Buy	314 +1	+0.3%	+$732	0.05%	277
2023 Q1	$226K	Sell	313 -12	-4%	-$8.45K	0.05%	290
2022 Q4	$213K	Buy	+325	New	+$201K	0.05%	302
2022 Q3	–	Sell	-334	Closed	-$220K	–	330
2022 Q2	$220K	Sell	334 -150	-31%	-$104K	0.06%	298
2022 Q1	$359K	Buy	484 +75	+18%	+$54K	0.08%	243
2021 Q4	$346K	Buy	+409	New	+$328K	0.08%	260
2021 Q1	–	Sell	-303	Closed	-$217K	–	337
2020 Q4	$217K	Sell	303 -21	-6%	-$15.6K	0.07%	277
2020 Q3	$237K	Buy	324 +3	+0.9%	+$2.27K	0.09%	242
2020 Q2	$226K	Buy	321 +1	+0.3%	+$676	0.09%	240
2020 Q1	$225K	Buy	+320	New	+$191K	0.1%	230

Other funds holding EQIX

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

9258 Wealth Management's EQIX Position: Q3 2024 in Review

9258 Wealth Management increased its Equinix (EQIX) stake by 0.32% in Q3 2024, buying an estimated $819 and bringing the position to 314 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #280.

9258 Wealth Management first reported a position in EQIX in Q1 2020 and has held it in 15 quarters since. The position peaked at $359K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

9258 Wealth Management held 314 shares of Equinix worth $279K as of Q3 2024.
9258 Wealth Management bought 1 Equinix share in Q3 2024, an estimated $819.
Equinix made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #280 holding.
9258 Wealth Management first reported a position in Equinix in Q1 2020 and has held it in 15 quarters since.
9258 Wealth Management's Equinix position peaked at $359K in Q1 2022.
1,145 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.