Carroll Financial Associates’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23K | Sell |
28
-21
| -43% | -$16.8K | ﹤0.01% | 929 |
|
|
2021
Q3 | $38K | Buy |
49
+1
| +2% | +$831 | ﹤0.01% | 818 |
|
|
2021
Q2 | $38K | Buy |
48
+4
| +9% | +$2.97K | ﹤0.01% | 885 |
|
|
2021
Q1 | $29K | Sell |
44
-10
| -19% | -$6.86K | ﹤0.01% | 918 |
|
|
2020
Q4 | $38K | Buy |
54
+1
| +2% | +$744 | ﹤0.01% | 766 |
|
|
2020
Q3 | $40K | Hold |
53
| – | – | ﹤0.01% | 704 |
|
|
2020
Q2 | $37K | Hold |
53
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $33K | Buy |
53
+1
| +2% | +$598 | ﹤0.01% | 672 |
|
|
2019
Q4 | $30K | Sell |
52
-1
| -2% | -$562 | ﹤0.01% | 779 |
|
|
2019
Q3 | $30K | Sell |
53
-1
| -2% | -$537 | ﹤0.01% | 723 |
|
|
2019
Q2 | $27K | Buy |
54
+21
| +64% | +$10.1K | ﹤0.01% | 746 |
|
|
2019
Q1 | $14K | Sell |
33
-8
| -20% | -$3.26K | ﹤0.01% | 843 |
|
|
2018
Q4 | $14K | Buy |
41
+9
| +28% | +$3.51K | ﹤0.01% | 758 |
|
|
2018
Q3 | $13K | Hold |
32
| – | – | ﹤0.01% | 824 |
|
|
2018
Q2 | $13K | Hold |
32
| – | – | ﹤0.01% | 792 |
|
|
2018
Q1 | $13K | Hold |
32
| – | – | ﹤0.01% | 774 |
|
|
2017
Q4 | $14K | Sell |
32
-10
| -24% | -$4.63K | ﹤0.01% | 748 |
|
|
2017
Q3 | $18K | Hold |
42
| – | – | ﹤0.01% | 681 |
|
|
2017
Q2 | $18K | Sell |
42
-3
| -7% | -$1.27K | ﹤0.01% | 688 |
|
|
2017
Q1 | $18K | Sell |
45
-12
| -21% | -$4.56K | ﹤0.01% | 686 |
|
|
2016
Q4 | $20K | Hold |
57
| – | – | ﹤0.01% | 638 |
|
|
2016
Q3 | $20K | Hold |
57
| – | – | ﹤0.01% | 648 |
|
|
2016
Q2 | $22K | Hold |
57
| – | – | ﹤0.01% | 596 |
|
|
2016
Q1 | $18K | Buy |
57
+2
| +4% | +$608 | ﹤0.01% | 628 |
|
|
2015
Q4 | $16K | Buy |
55
+14
| +34% | +$4.09K | ﹤0.01% | 634 |
|
|
2015
Q3 | $11K | Hold |
41
| – | – | ﹤0.01% | 698 |
|
|
2015
Q2 | $10K | Buy |
+41
| New | +$10.5K | ﹤0.01% | 703 |
|
|
2014
Q4 | – | Sell |
-40
| Closed | -$8K | – | 761 |
|
|
2014
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 594 |
|
|
2014
Q2 | $8K | Sell |
40
-10
| -20% | -$1.93K | ﹤0.01% | 632 |
|
|
2014
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2013
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 542 |
|
|
2013
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 540 |
|
|
2013
Q2 | $9K | Buy |
+50
| New | +$10.4K | ﹤0.01% | 425 |
|
Other funds holding EQIX
AAMU
Carroll Financial Associates's EQIX Position: Q4 2021 in Review
Carroll Financial Associates reduced its Equinix (EQIX) stake by 43% in Q4 2021, selling an estimated $16.8K and leaving 28 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #929.
Carroll Financial Associates first reported a position in EQIX in Q2 2013 and has held it in 33 quarters since. The position peaked at $40K in Q3 2020. 1,008 funds tracked by Wall St. Rank hold EQIX as of Q4 2021.
- Carroll Financial Associates held 28 shares of Equinix worth $23K as of Q4 2021.
- Carroll Financial Associates sold 21 Equinix shares in Q4 2021, an estimated $16.8K.
- Equinix made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #929 holding.
- Carroll Financial Associates first reported a position in Equinix in Q2 2013 and has held it in 33 quarters since.
- Carroll Financial Associates's Equinix position peaked at $40K in Q3 2020.
- 1,008 funds tracked by Wall St. Rank held Equinix as of Q4 2021.
Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.