Heritage Financial Services’s Equinix EQIX Stock Holding History

Heritage Financial 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
2022 Q3	–	Sell	-43	Closed	-$28K	–	189
2022 Q2	$28K	Buy	+43	New	+$29.8K	0.02%	207

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Heritage Financial Services's EQIX Position: Q3 2022 in Review

Heritage Financial Services sold out of Equinix (EQIX) in Q3 2022, closing a stake of 43 shares — an estimated $28K sold.

Heritage Financial Services first reported a position in EQIX in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 904 funds tracked by Wall St. Rank hold EQIX as of Q3 2022.

Heritage Financial Services reported no remaining Equinix position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 43 Equinix shares in Q3 2022, an estimated $28K.
Heritage Financial Services first reported a position in Equinix in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Equinix position peaked at $28K in Q2 2022.
904 funds tracked by Wall St. Rank held Equinix as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.