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Cassady Schiller Wealth Management’s Equinix EQIX Stock Holding History

Cassady Schiller 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
2024
Q4 		$4.71K Buy
+5
New +$4.6K ﹤0.01% 417
2022
Q1 		– Sell
-2
Closed -$2K – 265
2021
Q4 		$2K Buy
+2
New +$1.6K ﹤0.01% 396

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's EQIX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Equinix (EQIX) in Q4 2024: 5 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in EQIX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in EQIX in Q4 2021 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of Equinix worth $4.71K as of Q4 2024.
  • Equinix was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Equinix made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #417 holding.
  • Cassady Schiller Wealth Management first reported a position in Equinix in Q4 2021 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.