EWP
EQIX icon

Engrave Wealth Partners’s Equinix EQIX Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-32
Closed -$22K – 176
2020
Q2 		$22K Buy
32
+8
+33% +$5.41K 0.02% 169
2020
Q1 		$14K Sell
24
-16
-40% -$9.57K 0.02% 179
2019
Q4 		$23K Buy
+40
New +$22.5K 0.02% 198

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Engrave Wealth Partners's EQIX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Equinix (EQIX) in Q3 2020, closing a stake of 32 shares — an estimated $22K sold.

Engrave Wealth Partners first reported a position in EQIX in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 890 funds tracked by Wall St. Rank hold EQIX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Equinix position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 32 Equinix shares in Q3 2020, an estimated $22K.
  • Engrave Wealth Partners first reported a position in Equinix in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Equinix position peaked at $23K in Q4 2019.
  • 890 funds tracked by Wall St. Rank held Equinix as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.