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Executive Wealth Management’s Equinix EQIX Stock Holding History

Executive 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
2024
Q2 		– Sell
-666
Closed -$533K – 158
2024
Q1 		$533K Sell
666
-11,161
-94% -$9.39M 0.05% 145
2023
Q4 		$9.53M Buy
11,827
+1,284
+12% +$986K 0.9% 30
2023
Q3 		$7.66M Buy
10,543
+771
+8% +$597K 0.79% 46
2023
Q2 		$7.66M Buy
9,772
+2,504
+34% +$1.83M 0.79% 42
2023
Q1 		$5.24M Buy
7,268
+212
+3% +$149K 0.58% 60
2022
Q4 		$4.62M Buy
7,056
+3,047
+76% +$1.88M 0.57% 55
2022
Q3 		$4.01K Sell
4,009
-2,773
-41% -$1.81M 0.56% 58
2022
Q2 		$4.46M Sell
6,782
-4,540
-40% -$3.14M 0.6% 53
2022
Q1 		$8.4M Sell
11,322
-1,546
-12% -$1.11M 0.91% 26
2021
Q4 		$10.9M Buy
12,868
+560
+5% +$449K 1.08% 22
2021
Q3 		$9.72M Buy
12,308
+624
+5% +$518K 1.07% 22
2021
Q2 		$9.38M Buy
11,684
+659
+6% +$489K 1.03% 23
2021
Q1 		$7.49M Buy
11,025
+952
+9% +$653K 0.88% 24
2020
Q4 		$7.19M Buy
10,073
+1,356
+16% +$1.01M 0.88% 23
2020
Q3 		$6.63M Buy
8,717
+377
+5% +$285K 0.92% 24
2020
Q2 		$5.86M Sell
8,340
-938
-10% -$635K 0.88% 21
2020
Q1 		$5.79M Sell
9,278
-2,058
-18% -$1.23M 1.03% 17
2019
Q4 		$6.62M Buy
11,336
+215
+2% +$121K 0.91% 21
2019
Q3 		$6.42M Buy
11,121
+258
+2% +$139K 0.97% 20
2019
Q2 		$5.48M Buy
10,863
+1,321
+14% +$634K 0.78% 22
2019
Q1 		$4.32M Buy
9,542
+8,035
+533% +$3.27M 0.77% 21
2018
Q4 		$532K Buy
+1,507
New +$587K 0.09% 106

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

Executive Wealth Management's EQIX Position: Q2 2024 in Review

Executive Wealth Management sold out of Equinix (EQIX) in Q2 2024, closing a stake of 666 shares — an estimated $533K sold.

Executive Wealth Management first reported a position in EQIX in Q4 2018 and held it in 22 quarters. The position peaked at $10.9M in Q4 2021. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Executive Wealth Management reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Executive Wealth Management sold 666 Equinix shares in Q2 2024, an estimated $533K.
  • Executive Wealth Management first reported a position in Equinix in Q4 2018 and held it in 22 quarters.
  • Executive Wealth Management's Equinix position peaked at $10.9M in Q4 2021.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.