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Burt Wealth Advisors’s Equinix EQIX Stock Holding History

Burt 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
2021
Q1 		– Sell
-2
Closed -$1K – 172
2020
Q4 		$1K Hold
2
– – ﹤0.01% 367
2020
Q3 		$2K Hold
2
– – ﹤0.01% 349
2020
Q2 		$1K Buy
+2
New +$1.35K ﹤0.01% 375

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burt Wealth Advisors's EQIX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Equinix (EQIX) in Q1 2021, closing a stake of 2 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in EQIX in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 909 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 2 Equinix shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Equinix in Q2 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Equinix position peaked at $2K in Q3 2020.
  • 909 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.