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Heritage Wealth Management (Arizona)’s Equinix EQIX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$40.6K Buy
62
+31
+100% +$19.1K 0.01% 534
2022
Q3 		$18K Hold
31
– – 0.01% 551
2022
Q2 		$20.4K Hold
31
– – 0.01% 541
2022
Q1 		$23K Buy
+31
New +$22.3K 0.01% 574
2021
Q3 		$32K Hold
41
– – 0.01% 505
2021
Q2 		$33K Sell
41
-11
-21% -$8.17K 0.01% 505
2021
Q1 		$35K Buy
+52
New +$35.7K 0.02% 427

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EQIX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Equinix (EQIX) stake by 100% in Q4 2022, buying an estimated $19.1K and bringing the position to 62 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #534.

Heritage Wealth Management (Arizona) first reported a position in EQIX in Q1 2021 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold EQIX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 62 shares of Equinix worth $40.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 31 Equinix shares in Q4 2022, an estimated $19.1K.
  • Equinix made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #534 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Equinix in Q1 2021 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Equinix as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.