BDO Wealth Advisors’s Equinix EQIX Stock Holding History

BDO Wealth 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
2023 Q2	$209K	Sell	267 -122	-31%	-$89.3K	0.02%	259
2023 Q1	$281K	Hold	389	–	–	0.03%	214
2022 Q4	$255K	Hold	389	–	–	0.03%	231
2022 Q3	$221K	Hold	389	–	–	0.03%	239
2022 Q2	$256K	Hold	389	–	–	0.03%	229
2022 Q1	$289K	Hold	389	–	–	0.03%	224
2021 Q4	$329K	Sell	389 -94	-19%	-$75.4K	0.03%	221
2021 Q3	$382K	Hold	483	–	–	0.04%	207
2021 Q2	$388K	Buy	483 +3	+0.6%	+$2.23K	0.04%	216
2021 Q1	$326K	Buy	480 +6	+1%	+$4.12K	0.04%	221
2020 Q4	$339K	Sell	474 -4	-0.8%	-$2.98K	0.05%	179
2020 Q3	$363K	Buy	478 +4	+0.8%	+$3.03K	0.06%	156
2020 Q2	$333K	Sell	474 -72	-13%	-$48.7K	0.06%	157
2020 Q1	$341K	Buy	+546	New	+$327K	0.07%	149

Other funds holding EQIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BDO Wealth Advisors's EQIX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Equinix (EQIX) stake by 31% in Q2 2023, selling an estimated $89.3K and leaving 267 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #259.

BDO Wealth Advisors first reported a position in EQIX in Q1 2020 and has held it in 14 quarters since. The position peaked at $388K in Q2 2021. 992 funds tracked by Wall St. Rank hold EQIX as of Q2 2023.

BDO Wealth Advisors held 267 shares of Equinix worth $209K as of Q2 2023.
BDO Wealth Advisors sold 122 Equinix shares in Q2 2023, an estimated $89.3K.
Equinix made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #259 holding.
BDO Wealth Advisors first reported a position in Equinix in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Equinix position peaked at $388K in Q2 2021.
992 funds tracked by Wall St. Rank held Equinix as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.