Avantax Advisory Services’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.45M Sell
8,105
-63
-0.8% -$53.4K 0.04% 367
2025
Q1
$6.66M Buy
8,168
+24
+0.3% +$21.6K 0.04% 334
2024
Q4
$7.68M Sell
8,144
-350
-4% -$322K 0.05% 287
2024
Q3
$7.54M Buy
8,494
+261
+3% +$214K 0.05% 293
2024
Q2
$6.23M Buy
8,233
+7,740
+1,570% +$5.87M 0.04% 313
2024
Q1
$407K Sell
493
-201
-29% -$169K ﹤0.01% 1144
2023
Q4
$559K Sell
694
-15
-2% -$11.5K 0.01% 937
2023
Q3
$515K Buy
709
+431
+155% +$334K 0.01% 937
2023
Q2
$218K Buy
+278
New +$204K ﹤0.01% 1360

Other funds holding EQIX

Avantax Advisory Services's EQIX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Equinix (EQIX) stake by 0.77% in Q2 2025, selling an estimated $53.4K and leaving 8,105 shares worth $6.45M. The position accounts for 0.04% of the portfolio, ranked #367.

Avantax Advisory Services first reported a position in EQIX in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.68M in Q4 2024. 1,198 funds tracked by Wall St. Rank hold EQIX as of Q2 2025.

  • Avantax Advisory Services held 8,105 shares of Equinix worth $6.45M as of Q2 2025.
  • Avantax Advisory Services sold 63 Equinix shares in Q2 2025, an estimated $53.4K.
  • Equinix made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #367 holding.
  • Avantax Advisory Services first reported a position in Equinix in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Equinix position peaked at $7.68M in Q4 2024.
  • 1,198 funds tracked by Wall St. Rank held Equinix as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.