EWA
EQIX icon

Exencial Wealth Advisors’s Equinix EQIX Stock Holding History

Exencial Wealth Advisors’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
2026
Q1 		$376K Buy
+384
New +$341K 0.01% 446
2022
Q1 		– Sell
-919
Closed -$778K – 463
2021
Q4 		$778K Buy
919
+240
+35% +$192K 0.04% 252
2021
Q3 		$536K Sell
679
-536
-44% -$445K 0.02% 237
2021
Q2 		$975K Buy
1,215
+211
+21% +$157K 0.05% 233
2021
Q1 		$682K Buy
1,004
+105
+12% +$72.1K 0.04% 248
2020
Q4 		$642K Buy
899
+134
+18% +$99.7K 0.04% 225
2020
Q3 		$582K Buy
765
+232
+44% +$176K 0.03% 242
2020
Q2 		$374K Sell
533
-19
-3% -$12.9K 0.03% 245
2020
Q1 		$345K Buy
+552
New +$330K 0.06% 180

Other funds holding EQIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return