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Axxcess Wealth Management’s Equinix EQIX Stock Holding History

Axxcess 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
Q3 		– Sell
-335
Closed -$253K – 907
2024
Q2 		$253K Buy
335
+1
+0.3% +$759 0.01% 709
2024
Q1 		$276K Sell
334
-1
-0.3% -$841 0.01% 697
2023
Q4 		$270K Buy
+335
New +$257K 0.01% 675

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axxcess Wealth Management's EQIX Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Equinix (EQIX) in Q3 2024, closing a stake of 335 shares — an estimated $253K sold.

Axxcess Wealth Management first reported a position in EQIX in Q4 2023 and held it in 3 quarters. The position peaked at $276K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

  • Axxcess Wealth Management reported no remaining Equinix position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 335 Equinix shares in Q3 2024, an estimated $253K.
  • Axxcess Wealth Management first reported a position in Equinix in Q4 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Equinix position peaked at $276K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.