Baystate Wealth Management’s Equinix EQIX Stock Holding History

Baystate 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
2023 Q4	$43.9K	Buy	54 +10	+23%	+$7.68K	﹤0.01%	405
2023 Q3	$32.3K	Hold	44	–	–	﹤0.01%	400
2023 Q2	$34.8K	Hold	44	–	–	﹤0.01%	381
2023 Q1	$32K	Buy	44 +10	+29%	+$7.04K	﹤0.01%	396
2022 Q4	$22K	Hold	34	–	–	﹤0.01%	443
2022 Q3	$20K	Hold	34	–	–	﹤0.01%	427
2022 Q2	$23K	Hold	34	–	–	﹤0.01%	427
2022 Q1	$25K	Hold	34	–	–	﹤0.01%	417
2021 Q4	$29K	Hold	34	–	–	﹤0.01%	406
2021 Q3	$27K	Hold	34	–	–	﹤0.01%	377
2021 Q2	$28K	Hold	34	–	–	﹤0.01%	346
2021 Q1	$23K	Sell	34 -51	-60%	-$35K	﹤0.01%	347
2020 Q4	$61K	Sell	85 -1	-1%	-$744	0.01%	229
2020 Q3	$65K	Buy	86 +1	+1%	+$757	0.01%	194
2020 Q2	$60K	Buy	85 +13	+18%	+$8.79K	0.01%	208
2020 Q1	$45K	Sell	72 -2	-3%	-$1.2K	0.01%	200
2019 Q4	$43K	Buy	74 +3	+4%	+$1.69K	0.01%	243
2019 Q3	$41K	Buy	71 +34	+92%	+$18.3K	0.01%	223
2019 Q2	$19K	Hold	37	–	–	﹤0.01%	306
2019 Q1	$17K	Hold	37	–	–	﹤0.01%	322
2018 Q4	$14K	Hold	37	–	–	﹤0.01%	340
2018 Q3	$15K	Hold	37	–	–	﹤0.01%	324
2018 Q2	$17K	Hold	37	–	–	﹤0.01%	307
2018 Q1	$15K	Buy	+37	New	+$15.6K	﹤0.01%	318

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Baystate Wealth Management's EQIX Position: Q4 2023 in Review

Baystate Wealth Management increased its Equinix (EQIX) stake by 23% in Q4 2023, buying an estimated $7.68K and bringing the position to 54 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Baystate Wealth Management first reported a position in EQIX in Q1 2018 and has held it in 24 quarters since. The position peaked at $65K in Q3 2020. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

Baystate Wealth Management held 54 shares of Equinix worth $43.9K as of Q4 2023.
Baystate Wealth Management bought 10 Equinix shares in Q4 2023, an estimated $7.68K.
Equinix made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #405 holding.
Baystate Wealth Management first reported a position in Equinix in Q1 2018 and has held it in 24 quarters since.
Baystate Wealth Management's Equinix position peaked at $65K in Q3 2020.
1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.