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Biltmore Wealth Management’s Equinix EQIX Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-819
Closed -$585K – 49
2020
Q4 		$585K Buy
819
+3
+0.4% +$2.23K 0.3% 23
2020
Q3 		$573K Sell
816
-71
-8% -$53.7K 0.33% 19
2020
Q2 		$554K Sell
887
-475
-35% -$321K 0.36% 16
2020
Q1 		$795K Hold
1,362
– – 0.38% 19
2019
Q4 		$795K Sell
1,362
-112
-8% -$62.9K 0.38% 19
2019
Q3 		$850K Sell
1,474
-40
-3% -$21.5K 0.41% 18
2019
Q2 		$763K Buy
1,514
+228
+18% +$109K 0.38% 18
2019
Q1 		$583K Buy
+1,286
New +$524K 0.31% 20

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Biltmore Wealth Management's EQIX Position: Q1 2021 in Review

Biltmore Wealth Management sold out of Equinix (EQIX) in Q1 2021, closing a stake of 819 shares — an estimated $585K sold.

Biltmore Wealth Management first reported a position in EQIX in Q1 2019 and held it in 8 quarters. The position peaked at $850K in Q3 2019. 912 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • Biltmore Wealth Management reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 819 Equinix shares in Q1 2021, an estimated $585K.
  • Biltmore Wealth Management first reported a position in Equinix in Q1 2019 and held it in 8 quarters.
  • Biltmore Wealth Management's Equinix position peaked at $850K in Q3 2019.
  • 912 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.