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Curi Wealth Management’s Equinix EQIX Stock Holding History

Curi 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
Q3 		– Sell
-191
Closed -$125K – 352
2022
Q2 		$125K Buy
191
+10
+6% +$6.93K 0.02% 155
2022
Q1 		$134K Buy
181
+166
+1,107% +$119K 0.02% 135
2021
Q4 		$12K Buy
+15
New +$12K ﹤0.01% 297

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Curi Wealth Management's EQIX Position: Q3 2022 in Review

Curi Wealth Management sold out of Equinix (EQIX) in Q3 2022, closing a stake of 191 shares — an estimated $125K sold.

Curi Wealth Management first reported a position in EQIX in Q4 2021 and held it in 3 quarters. The position peaked at $134K in Q1 2022. 904 funds tracked by Wall St. Rank hold EQIX as of Q3 2022.

  • Curi Wealth Management reported no remaining Equinix position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 191 Equinix shares in Q3 2022, an estimated $125K.
  • Curi Wealth Management first reported a position in Equinix in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Equinix position peaked at $134K in Q1 2022.
  • 904 funds tracked by Wall St. Rank held Equinix as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.