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Glassman Wealth Services’s Equinix EQIX Stock Holding History

Glassman Wealth Services’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
-121
Closed -$97.5K – 719
2023
Q4 		$97.5K Buy
121
+1
+0.8% +$768 0.01% 305
2023
Q3 		$87.2K Buy
120
+3
+3% +$2.32K 0.01% 305
2023
Q2 		$91.7K Buy
117
+7
+6% +$5.12K 0.01% 278
2023
Q1 		$79.3K Buy
110
+14
+15% +$9.86K 0.01% 297
2022
Q4 		$62.9K Buy
96
+39
+68% +$24.1K 0.01% 368
2022
Q3 		$32K Sell
57
-13
-19% -$8.49K 0.01% 486
2022
Q2 		$46K Sell
70
-31
-31% -$21.5K 0.01% 415
2022
Q1 		$75K Buy
101
+24
+31% +$17.3K 0.01% 312
2021
Q4 		$65K Buy
77
+33
+75% +$26.5K 0.01% 319
2021
Q3 		$35K Buy
44
+8
+22% +$6.65K 0.01% 432
2021
Q2 		$29K Buy
36
+9
+33% +$6.68K 0.01% 461
2021
Q1 		$18K Sell
27
-16
-37% -$11K ﹤0.01% 552
2020
Q4 		$31K Buy
43
+7
+19% +$5.21K 0.01% 419
2020
Q3 		$27K Buy
36
+6
+20% +$4.54K 0.01% 390
2020
Q2 		$21K Buy
30
+9
+43% +$6.09K 0.01% 377
2020
Q1 		$13K Buy
21
+8
+62% +$4.79K 0.01% 397
2019
Q4 		$8K Buy
13
+1
+8% +$562 ﹤0.01% 512
2019
Q3 		$7K Hold
12
– – ﹤0.01% 490
2019
Q2 		$6K Buy
12
+3
+33% +$1.44K ﹤0.01% 522
2019
Q1 		$4K Buy
9
+6
+200% +$2.44K ﹤0.01% 575
2018
Q4 		$1K Buy
3
+2
+200% +$779 ﹤0.01% 624
2018
Q3 		$0 Sell
1
-2
-67% -$876 ﹤0.01% 851
2018
Q2 		$1K Sell
3
-3
-50% -$1.21K ﹤0.01% 652
2018
Q1 		$3K Buy
6
+1
+20% +$421 ﹤0.01% 480
2017
Q4 		$2K Buy
+5
New +$2.31K ﹤0.01% 487

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Glassman Wealth Services's EQIX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Equinix (EQIX) in Q1 2024, closing a stake of 121 shares — an estimated $97.5K sold.

Glassman Wealth Services first reported a position in EQIX in Q4 2017 and held it in 25 quarters. The position peaked at $97.5K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 121 Equinix shares in Q1 2024, an estimated $97.5K.
  • Glassman Wealth Services first reported a position in Equinix in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Equinix position peaked at $97.5K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.