Cypress Financial Planning’s Equinix EQIX Stock Holding History

Cypress Financial Planning’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	-364	Closed	-$300K	–	72
2024 Q1	$300K	Buy	+364	New	+$306K	0.14%	55
2023 Q4	–	Sell	-364	Closed	-$264K	–	46
2023 Q3	$264K	Hold	364	–	–	0.15%	52
2023 Q2	$285K	Hold	364	–	–	0.16%	50
2023 Q1	$258K	Hold	364	–	–	0.16%	48
2022 Q4	$241K	Hold	364	–	–	0.16%	48
2022 Q3	$207K	Hold	364	–	–	0.15%	51
2022 Q2	$239K	Buy	+364	New	+$252K	0.16%	48

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cypress Financial Planning's EQIX Position: Q2 2024 in Review

Cypress Financial Planning sold out of Equinix (EQIX) in Q2 2024, closing a stake of 364 shares — an estimated $300K sold.

Cypress Financial Planning first reported a position in EQIX in Q2 2022 and held it in 7 quarters. The position peaked at $300K in Q1 2024. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

Cypress Financial Planning reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
Cypress Financial Planning sold 364 Equinix shares in Q2 2024, an estimated $300K.
Cypress Financial Planning first reported a position in Equinix in Q2 2022 and held it in 7 quarters.
Cypress Financial Planning's Equinix position peaked at $300K in Q1 2024.
1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Cypress Financial Planning's 13F filing for Q2 2024, filed 17 Jul 2024.