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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Insight Wealth Strategies's EQIX Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Equinix (EQIX) in Q1 2024, closing a stake of 3,808 shares — an estimated $3.07M sold.

Insight Wealth Strategies first reported a position in EQIX in Q3 2019 and held it in 18 quarters. The position peaked at $3.07M in Q4 2023. 1,131 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,808 Equinix shares in Q1 2024, an estimated $3.07M.
  • Insight Wealth Strategies first reported a position in Equinix in Q3 2019 and held it in 18 quarters.
  • Insight Wealth Strategies's Equinix position peaked at $3.07M in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.