Aspen Wealth Strategies’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-333
Closed -$218K 81
2022
Q4
$218K Buy
+333
New +$206K 0.17% 69

Other funds holding EQIX

Aspen Wealth Strategies's EQIX Position: Q1 2023 in Review

Aspen Wealth Strategies sold out of Equinix (EQIX) in Q1 2023, closing a stake of 333 shares — an estimated $218K sold.

Aspen Wealth Strategies first reported a position in EQIX in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 962 funds tracked by Wall St. Rank hold EQIX as of Q1 2023.

  • Aspen Wealth Strategies reported no remaining Equinix position as of Q1 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 333 Equinix shares in Q1 2023, an estimated $218K.
  • Aspen Wealth Strategies first reported a position in Equinix in Q4 2022 and held it in 1 quarter.
  • Aspen Wealth Strategies's Equinix position peaked at $218K in Q4 2022.
  • 962 funds tracked by Wall St. Rank held Equinix as of Q1 2023.

Based on Aspen Wealth Strategies's 13F filing for Q1 2023, filed 12 May 2023.