BerganKDV Wealth Management’s Equinix EQIX Stock Holding History

BerganKDV 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 Q2	$2.35K	Sell	3 -6	-67%	-$4.39K	﹤0.01%	675
2023 Q1	$6.59K	Hold	9	–	–	﹤0.01%	658
2022 Q4	$5.98K	Buy	9 +3	+50%	+$1.85K	﹤0.01%	645
2022 Q3	$3K	Sell	6 -1	-14%	-$653	﹤0.01%	752
2022 Q2	$5K	Hold	7	–	–	﹤0.01%	698
2022 Q1	$5K	Hold	7	–	–	﹤0.01%	721
2021 Q4	$6K	Hold	7	–	–	﹤0.01%	749
2021 Q3	$6K	Hold	7	–	–	﹤0.01%	725
2021 Q2	$6K	Hold	7	–	–	﹤0.01%	677
2021 Q1	$5K	Sell	7 -42	-86%	-$28.8K	﹤0.01%	662
2020 Q4	$35K	Buy	49 +42	+600%	+$31.3K	﹤0.01%	397
2020 Q3	$5K	Sell	7 -33	-83%	-$25K	﹤0.01%	576
2020 Q2	$28K	Buy	40 +34	+567%	+$23K	﹤0.01%	414
2020 Q1	$4K	Hold	6	–	–	﹤0.01%	608
2019 Q4	$4K	Buy	+6	New	+$3.37K	﹤0.01%	659

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 $3.38T AUM 44.17% 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

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

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

BerganKDV Wealth Management's EQIX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Equinix (EQIX) stake by 67% in Q2 2023, selling an estimated $4.39K and leaving 3 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

BerganKDV Wealth Management first reported a position in EQIX in Q4 2019 and has held it in 15 quarters since. The position peaked at $35K in Q4 2020. 993 funds tracked by Wall St. Rank hold EQIX as of Q2 2023.

BerganKDV Wealth Management held 3 shares of Equinix worth $2.35K as of Q2 2023.
BerganKDV Wealth Management sold 6 Equinix shares in Q2 2023, an estimated $4.39K.
Equinix made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #675 holding.
BerganKDV Wealth Management first reported a position in Equinix in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Equinix position peaked at $35K in Q4 2020.
993 funds tracked by Wall St. Rank held Equinix as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.