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Arete Wealth Advisors’s Equinix EQIX Stock Holding History

Arete Wealth Advisors’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
-321
Closed -$231K – 696
2023
Q1 		$231K Sell
321
-27
-8% -$19K 0.02% 545
2022
Q4 		$228M Buy
+348
New +$215K 0.02% 527
2022
Q3 		– Sell
-347
Closed -$228K – 597
2022
Q2 		$228K Hold
347
– – 0.02% 397
2022
Q1 		$257K Buy
+347
New +$250K 0.02% 417
2021
Q4 		– Sell
-302
Closed -$239K – 510
2021
Q3 		$239K Buy
302
+47
+18% +$39K 0.03% 369
2021
Q2 		$205K Sell
255
-56
-18% -$41.6K 0.03% 333
2021
Q1 		$211K Buy
311
+7
+2% +$4.8K 0.03% 388
2020
Q4 		$216K Buy
+304
New +$226K 0.03% 365

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

Arete Wealth Advisors's EQIX Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Equinix (EQIX) in Q2 2023, closing a stake of 321 shares — an estimated $231K sold.

Arete Wealth Advisors first reported a position in EQIX in Q4 2020 and held it in 8 quarters. The position peaked at $228M in Q4 2022. 992 funds tracked by Wall St. Rank hold EQIX as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Equinix position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 321 Equinix shares in Q2 2023, an estimated $231K.
  • Arete Wealth Advisors first reported a position in Equinix in Q4 2020 and held it in 8 quarters.
  • Arete Wealth Advisors's Equinix position peaked at $228M in Q4 2022.
  • 992 funds tracked by Wall St. Rank held Equinix as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.