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Forvis Mazars Wealth Advisors’s Equinix EQIX Stock Holding History

Forvis Mazars 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
2021
Q1 		– Sell
-349
Closed -$249K – 307
2020
Q4 		$249K Buy
349
+35
+11% +$26.1K 0.01% 319
2020
Q3 		$239K Buy
314
+8
+3% +$6.05K 0.01% 285
2020
Q2 		$215K Buy
+306
New +$207K 0.01% 293

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EQIX Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Equinix (EQIX) in Q1 2021, closing a stake of 349 shares — an estimated $249K sold.

Forvis Mazars Wealth Advisors first reported a position in EQIX in Q2 2020 and held it in 3 quarters. The position peaked at $249K in Q4 2020. 909 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 349 Equinix shares in Q1 2021, an estimated $249K.
  • Forvis Mazars Wealth Advisors first reported a position in Equinix in Q2 2020 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Equinix position peaked at $249K in Q4 2020.
  • 909 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.