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Castle Wealth Management’s Equinix EQIX Stock Holding History

Castle 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
2022
Q4 		– Sell
-15
Closed -$9K – 272
2022
Q3 		$9K Hold
15
– – 0.01% 430
2022
Q2 		$10K Buy
+15
New +$10.4K 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castle Wealth Management's EQIX Position: Q4 2022 in Review

Castle Wealth Management sold out of Equinix (EQIX) in Q4 2022, closing a stake of 15 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in EQIX in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 950 funds tracked by Wall St. Rank hold EQIX as of Q4 2022.

  • Castle Wealth Management reported no remaining Equinix position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 15 Equinix shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Equinix in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Equinix position peaked at $10K in Q2 2022.
  • 950 funds tracked by Wall St. Rank held Equinix as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.