IWS
EQIX icon

Insight Wealth Strategies’s Equinix EQIX Stock Holding History

Insight Wealth Strategies’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
-3,808
Closed -$3.07M – 168
2023
Q4 		$3.07M Buy
3,808
+115
+3% +$88.3K 0.5% 37
2023
Q3 		$2.68M Buy
3,693
+214
+6% +$166K 0.52% 38
2023
Q2 		$2.73M Sell
3,479
-10
-0.3% -$7.32K 0.52% 32
2023
Q1 		$2.52M Sell
3,489
-22
-0.6% -$15.5K 0.49% 28
2022
Q4 		$2.3M Buy
3,511
+122
+4% +$75.4K 0.44% 29
2022
Q3 		$2.23M Hold
3,389
– – 0.41% 32
2022
Q2 		$2.23M Buy
3,389
+147
+5% +$102K 0.41% 32
2022
Q1 		$2.4M Buy
3,242
+390
+14% +$281K 0.35% 38
2021
Q4 		$2.41M Buy
2,852
+311
+12% +$249K 0.34% 40
2021
Q3 		$2.01M Buy
2,541
+88
+4% +$73.1K 0.28% 50
2021
Q2 		$1.97M Sell
2,453
-355
-13% -$264K 0.28% 47
2021
Q1 		$1.91M Buy
2,808
+1,186
+73% +$814K 0.26% 56
2020
Q4 		$1.16M Buy
1,622
+136
+9% +$101K 0.2% 67
2020
Q3 		$1.13M Buy
1,486
+498
+50% +$377K 0.21% 54
2020
Q2 		$694K Buy
988
+95
+11% +$64.3K 0.15% 63
2020
Q1 		$558K Sell
893
-1,561
-64% -$934K 0.15% 67
2019
Q4 		$1.43M Buy
2,454
+110
+5% +$61.8K 0.3% 63
2019
Q3 		$1.35M Buy
+2,344
New +$1.26M 0.32% 58

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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