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Avitas Wealth Management’s Equinix EQIX Stock Holding History

Avitas 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
2024
Q4 		$1.15M Sell
1,215
-29
-2% -$26.7K 0.16% 129
2024
Q3 		$1.1M Sell
1,244
-98
-7% -$80.3K 0.16% 137
2024
Q2 		$1.02M Sell
1,342
-80
-6% -$60.7K 0.15% 138
2024
Q1 		$1.17M Sell
1,422
-21
-1% -$17.7K 0.18% 134
2023
Q4 		$1.16M Sell
1,443
-6
-0.4% -$4.61K 0.19% 118
2023
Q3 		$1.05M Sell
1,449
-48
-3% -$37.2K 0.2% 122
2023
Q2 		$1.17M Sell
1,497
-478
-24% -$350K 0.21% 118
2023
Q1 		$1.42M Sell
1,975
-63
-3% -$44.4K 0.28% 102
2022
Q4 		$1.33M Sell
2,038
-6
-0.3% -$3.71K 0.28% 96
2022
Q3 		$1.16M Buy
2,044
+10
+0.5% +$6.53K 0.27% 101
2022
Q2 		$1.34M Sell
2,034
-41
-2% -$28.4K 0.29% 108
2022
Q1 		$1.54M Sell
2,075
-24
-1% -$17.3K 0.28% 101
2021
Q4 		$1.77M Buy
2,099
+70
+3% +$56.1K 0.3% 99
2021
Q3 		$1.6M Sell
2,029
-18
-0.9% -$15K 0.29% 112
2021
Q2 		$1.64M Buy
2,047
+551
+37% +$409K 0.29% 116
2021
Q1 		$1.02M Buy
1,496
+27
+2% +$18.5K 0.2% 137
2020
Q4 		$1.05M Buy
1,469
+41
+3% +$30.5K 0.21% 138
2020
Q3 		$1.08M Buy
1,428
+67
+5% +$50.7K 0.3% 112
2020
Q2 		$956K Sell
1,361
-11
-0.8% -$7.44K 0.32% 100
2020
Q1 		$857K Sell
1,372
-453
-25% -$271K 0.39% 81
2019
Q4 		$1.06M Sell
1,825
-3
-0.2% -$1.69K 0.27% 104
2019
Q3 		$1.05M Buy
1,828
+12
+0.7% +$6.45K 0.29% 101
2019
Q2 		$916K Sell
1,816
-45
-2% -$21.6K 0.25% 110
2019
Q1 		$843K Sell
1,861
-85
-4% -$34.6K 0.25% 107
2018
Q4 		$686K Sell
1,946
-23
-1% -$8.96K 0.23% 113
2018
Q3 		$852K Buy
1,969
+164
+9% +$71.8K 0.24% 117
2018
Q2 		$776K Buy
+1,805
New +$729K 0.24% 122

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's EQIX Position: Q4 2024 in Review

Avitas Wealth Management reduced its Equinix (EQIX) stake by 2.3% in Q4 2024, selling an estimated $26.7K and leaving 1,215 shares worth $1.15M. The position accounts for 0.16% of the portfolio, ranked #129.

Avitas Wealth Management first reported a position in EQIX in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.77M in Q4 2021. 1,188 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • Avitas Wealth Management held 1,215 shares of Equinix worth $1.15M as of Q4 2024.
  • Avitas Wealth Management sold 29 Equinix shares in Q4 2024, an estimated $26.7K.
  • Equinix made up 0.16% of Avitas Wealth Management's portfolio in Q4 2024, its #129 holding.
  • Avitas Wealth Management first reported a position in Equinix in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Equinix position peaked at $1.77M in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.