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BBJS Financial Advisors’s Equinix EQIX Stock Holding History

BBJS Financial Advisors’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
Q2 		– Sell
-6
Closed -$4.55K – 169
2024
Q1 		$5.29K Sell
6
-956
-99% -$804K ﹤0.01% 113
2023
Q4 		$775K Buy
962
+18
+2% +$13.8K 0.27% 37
2023
Q3 		$686K Buy
944
+4
+0.4% +$3.1K 0.26% 37
2023
Q2 		$737K Buy
940
+15
+2% +$11K 0.3% 36
2023
Q1 		$667K Buy
925
+44
+5% +$31K 0.27% 30
2022
Q4 		$577K Buy
+881
New +$544K 0.26% 36

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

BBJS Financial Advisors's EQIX Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Equinix (EQIX) in Q2 2024, closing a stake of 6 shares — an estimated $4.55K sold.

BBJS Financial Advisors first reported a position in EQIX in Q4 2022 and held it in 6 quarters. The position peaked at $775K in Q4 2023. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 6 Equinix shares in Q2 2024, an estimated $4.55K.
  • BBJS Financial Advisors first reported a position in Equinix in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Equinix position peaked at $775K in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.