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Accel Wealth Management’s Equinix EQIX Stock Holding History

Accel 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
2023
Q2 		– Sell
-10
Closed -$7.21K – 377
2023
Q1 		$7.21K Hold
10
– – ﹤0.01% 960
2022
Q4 		$6.55K Hold
10
– – ﹤0.01% 782
2022
Q3 		$6K Hold
10
– – ﹤0.01% 816
2022
Q2 		$6K Hold
10
– – ﹤0.01% 782
2022
Q1 		$8K Hold
10
– – ﹤0.01% 738
2021
Q4 		$8K Hold
10
– – ﹤0.01% 741
2021
Q3 		$8K Hold
10
– – 0.01% 675
2021
Q2 		$8K Hold
10
– – 0.01% 724
2021
Q1 		$7K Hold
10
– – 0.01% 702
2020
Q4 		$7K Buy
+10
New +$7.44K 0.01% 664

Other funds holding EQIX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Accel Wealth Management's EQIX Position: Q2 2023 in Review

Accel Wealth Management sold out of Equinix (EQIX) in Q2 2023, closing a stake of 10 shares — an estimated $7.21K sold.

Accel Wealth Management first reported a position in EQIX in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 992 funds tracked by Wall St. Rank hold EQIX as of Q2 2023.

  • Accel Wealth Management reported no remaining Equinix position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 10 Equinix shares in Q2 2023, an estimated $7.21K.
  • Accel Wealth Management first reported a position in Equinix in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Equinix position peaked at $8K in Q1 2022.
  • 992 funds tracked by Wall St. Rank held Equinix as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.