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Cedar Brook Financial Partners’s Equinix EQIX Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-469
Closed -$387K – 130
2024
Q1 		$387K Sell
469
-200
-30% -$168K 0.08% 260
2023
Q4 		$536K Buy
669
+50
+8% +$38.4K 0.12% 184
2023
Q3 		$450K Buy
619
+89
+17% +$68.9K 0.12% 187
2023
Q2 		$415K Buy
530
+16
+3% +$11.7K 0.1% 210
2023
Q1 		$371K Buy
514
+6
+1% +$4.22K 0.1% 230
2022
Q4 		$333K Buy
508
+129
+34% +$79.7K 0.09% 244
2022
Q3 		$216K Buy
+379
New +$248K 0.07% 306
2022
Q2 		– Sell
-335
Closed -$248K – 359
2022
Q1 		$248K Buy
335
+13
+4% +$9.36K 0.06% 314
2021
Q4 		$272K Buy
322
+27
+9% +$21.6K 0.07% 300
2021
Q3 		$233K Buy
295
+26
+10% +$21.6K 0.07% 301
2021
Q2 		$216K Buy
+269
New +$200K 0.06% 343

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cedar Brook Financial Partners's EQIX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Equinix (EQIX) in Q2 2024, closing a stake of 469 shares — an estimated $387K sold.

Cedar Brook Financial Partners first reported a position in EQIX in Q2 2021 and held it in 11 quarters. The position peaked at $536K in Q4 2023. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 469 Equinix shares in Q2 2024, an estimated $387K.
  • Cedar Brook Financial Partners first reported a position in Equinix in Q2 2021 and held it in 11 quarters.
  • Cedar Brook Financial Partners's Equinix position peaked at $536K in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.