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Beacon Pointe Wealth Advisors’s Equinix EQIX Stock Holding History

Beacon Pointe 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
2019
Q4 		$531K Hold
911
– – 0.1% 153
2019
Q3 		$526K Hold
911
– – 0.11% 152
2019
Q2 		$459K Hold
911
– – 0.1% 164
2019
Q1 		$413K Hold
911
– – 0.09% 171
2018
Q4 		$321K Buy
+911
New +$355K 0.12% 164

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EQIX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Equinix (EQIX) position steady in Q4 2019 at 911 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #153.

Beacon Pointe Wealth Advisors first reported a position in EQIX in Q4 2018 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold EQIX as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 911 shares of Equinix worth $531K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Equinix share count unchanged in Q4 2019.
  • Equinix made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #153 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Equinix in Q4 2018 and has held it in 5 quarters since.
  • 784 funds tracked by Wall St. Rank held Equinix as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.