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Halpern Financial’s Equinix EQIX Stock Holding History

Halpern Financial’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 		$477K Hold
538
– – 0.12% 40
2024
Q2 		$407K Hold
538
– – 0.11% 42
2024
Q1 		$424K Hold
538
– – 0.12% 40
2023
Q4 		$429K Hold
538
– – 0.13% 39
2023
Q3 		$391K Buy
538
+268
+99% +$208K 0.13% 41
2023
Q2 		$212K Hold
270
– – 0.07% 48
2023
Q1 		$195K Buy
+270
New +$190K 0.07% 47
2022
Q3 		– Sell
-6
Closed -$3.94K – 245
2022
Q2 		$3.94K Buy
+6
New +$4.16K ﹤0.01% 203

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

Halpern Financial's EQIX Position: Q3 2024 in Review

Halpern Financial held its Equinix (EQIX) position steady in Q3 2024 at 538 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #40.

Halpern Financial first reported a position in EQIX in Q2 2022 and has held it in 8 quarters since. 1,146 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

  • Halpern Financial held 538 shares of Equinix worth $477K as of Q3 2024.
  • Halpern Financial left its Equinix share count unchanged in Q3 2024.
  • Equinix made up 0.12% of Halpern Financial's portfolio in Q3 2024, its #40 holding.
  • Halpern Financial first reported a position in Equinix in Q2 2022 and has held it in 8 quarters since.
  • 1,146 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.