BDF
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Balasa Dinverno & Foltz’s Equinix EQIX Stock Holding History

Balasa Dinverno & Foltz’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
2021
Q1 		– Sell
-351
Closed -$251K – 307
2020
Q4 		$251K Sell
351
-17
-5% -$12.7K 0.02% 250
2020
Q3 		$280K Buy
+368
New +$278K 0.03% 216

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balasa Dinverno & Foltz's EQIX Position: Q1 2021 in Review

Balasa Dinverno & Foltz sold out of Equinix (EQIX) in Q1 2021, closing a stake of 351 shares — an estimated $251K sold.

Balasa Dinverno & Foltz first reported a position in EQIX in Q3 2020 and held it in 2 quarters. The position peaked at $280K in Q3 2020. 909 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • Balasa Dinverno & Foltz reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 351 Equinix shares in Q1 2021, an estimated $251K.
  • Balasa Dinverno & Foltz first reported a position in Equinix in Q3 2020 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Equinix position peaked at $280K in Q3 2020.
  • 909 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2021, filed 29 Apr 2021.