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Geller Advisors’s Equinix EQIX Stock Holding History

Geller 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
Q3 		– Sell
-332
Closed -$251K – 271
2024
Q2 		$251K Sell
332
-1
-0.3% -$759 0.02% 230
2024
Q1 		$275K Buy
333
+5
+2% +$4.21K 0.02% 218
2023
Q4 		$264K Buy
328
+1
+0.3% +$768 0.03% 218
2023
Q3 		$237K Buy
327
+4
+1% +$3.1K 0.03% 220
2023
Q2 		$253K Buy
+323
New +$236K 0.03% 214

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geller Advisors's EQIX Position: Q3 2024 in Review

Geller Advisors sold out of Equinix (EQIX) in Q3 2024, closing a stake of 332 shares — an estimated $251K sold.

Geller Advisors first reported a position in EQIX in Q2 2023 and held it in 5 quarters. The position peaked at $275K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

  • Geller Advisors reported no remaining Equinix position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 332 Equinix shares in Q3 2024, an estimated $251K.
  • Geller Advisors first reported a position in Equinix in Q2 2023 and held it in 5 quarters.
  • Geller Advisors's Equinix position peaked at $275K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.