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Annex Advisory Services’s Equinix EQIX Stock Holding History

Annex Advisory Services’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
Q2 		– Sell
-507
Closed -$419K – 293
2024
Q1 		$419K Sell
507
-3,630
-88% -$3.05M 0.01% 196
2023
Q4 		$3.33M Buy
+4,137
New +$3.18M 0.14% 94

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Annex Advisory Services's EQIX Position: Q2 2024 in Review

Annex Advisory Services sold out of Equinix (EQIX) in Q2 2024, closing a stake of 507 shares — an estimated $419K sold.

Annex Advisory Services first reported a position in EQIX in Q4 2023 and held it in 2 quarters. The position peaked at $3.33M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Annex Advisory Services reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Annex Advisory Services sold 507 Equinix shares in Q2 2024, an estimated $419K.
  • Annex Advisory Services first reported a position in Equinix in Q4 2023 and held it in 2 quarters.
  • Annex Advisory Services's Equinix position peaked at $3.33M in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Annex Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.