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Heritage Wealth Advisors’s Equinix EQIX Stock Holding History

Heritage 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
2025
Q1 		– Sell
-7
Closed -$6.6K – 602
2024
Q4 		$6.6K Buy
7
+1
+17% +$920 ﹤0.01% 472
2024
Q3 		$5.33K Buy
+6
New +$4.91K ﹤0.01% 473
2020
Q1 		– Sell
-3
Closed -$1.75K – 482
2019
Q4 		$1.75K Buy
+3
New +$1.69K ﹤0.01% 581

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Advisors's EQIX Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Equinix (EQIX) in Q1 2025, closing a stake of 7 shares — an estimated $6.6K sold.

Heritage Wealth Advisors first reported a position in EQIX in Q4 2019 and held it in 3 quarters. The position peaked at $6.6K in Q4 2024. 1,205 funds tracked by Wall St. Rank hold EQIX as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Equinix position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 7 Equinix shares in Q1 2025, an estimated $6.6K.
  • Heritage Wealth Advisors first reported a position in Equinix in Q4 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Equinix position peaked at $6.6K in Q4 2024.
  • 1,205 funds tracked by Wall St. Rank held Equinix as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.