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Financial Synergies Wealth Advisors’s Equinix EQIX Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-2
Closed -$1.65K – 184
2024
Q1 		$1.65K Hold
2
– – ﹤0.01% 345
2023
Q4 		$1.31K Hold
2
– – ﹤0.01% 299
2023
Q3 		$1.45K Hold
2
– – ﹤0.01% 337
2023
Q2 		$1.57K Hold
2
– – ﹤0.01% 319
2023
Q1 		$1.44K Hold
2
– – ﹤0.01% 336
2022
Q4 		$1.31K Buy
+2
New +$1.24K ﹤0.01% 299

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

Financial Synergies Wealth Advisors's EQIX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Equinix (EQIX) in Q2 2024, closing a stake of 2 shares — an estimated $1.65K sold.

Financial Synergies Wealth Advisors first reported a position in EQIX in Q4 2022 and held it in 6 quarters. The position peaked at $1.65K in Q1 2024. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Equinix shares in Q2 2024, an estimated $1.65K.
  • Financial Synergies Wealth Advisors first reported a position in Equinix in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Equinix position peaked at $1.65K in Q1 2024.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.