Focused Wealth Management’s Equinix EQIX Stock Holding History

Focused 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 Q1	–	Sell	-85	Closed	-$68.1K	–	427
2023 Q4	$68.1K	Buy	85 +1	+1%	+$768	0.01%	268
2023 Q3	$61.1K	Hold	84	–	–	0.01%	271
2023 Q2	$65.7K	Buy	84 +1	+1%	+$732	0.01%	268
2023 Q1	$60.1K	Hold	83	–	–	0.01%	281
2022 Q4	$54.4K	Hold	83	–	–	0.01%	297
2022 Q3	$47K	Buy	83 +1	+1%	+$653	0.01%	288
2022 Q2	$54K	Hold	82	–	–	0.01%	280
2022 Q1	$61K	Hold	82	–	–	0.01%	291
2021 Q4	$70K	Buy	82 +1	+1%	+$802	0.01%	334
2021 Q3	$64K	Buy	81 +1	+1%	+$831	0.01%	352
2021 Q2	$64K	Hold	80	–	–	0.01%	345
2021 Q1	$54K	Buy	80 +1	+1%	+$686	0.01%	362
2020 Q4	$57K	Hold	79	–	–	0.01%	342
2020 Q3	$60K	Hold	79	–	–	0.01%	294
2020 Q2	$55K	Buy	79 +1	+1%	+$676	0.01%	298
2020 Q1	$49K	Hold	78	–	–	0.01%	286
2019 Q4	$46K	Hold	78	–	–	0.01%	324
2019 Q3	$45K	Hold	78	–	–	0.01%	311
2019 Q2	$39K	Buy	+78	New	+$37.4K	0.01%	342

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

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

Focused Wealth Management's EQIX Position: Q1 2024 in Review

Focused Wealth Management sold out of Equinix (EQIX) in Q1 2024, closing a stake of 85 shares — an estimated $68.1K sold.

Focused Wealth Management first reported a position in EQIX in Q2 2019 and held it in 19 quarters. The position peaked at $70K in Q4 2021. 1,130 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

Focused Wealth Management reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 85 Equinix shares in Q1 2024, an estimated $68.1K.
Focused Wealth Management first reported a position in Equinix in Q2 2019 and held it in 19 quarters.
Focused Wealth Management's Equinix position peaked at $70K in Q4 2021.
1,130 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.