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Institutional & Family Asset Management’s Equinix EQIX Stock Holding History

Institutional & Family Asset Management’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
Q2 		$33.3K Sell
44
-1
-2% -$759 0.01% 286
2024
Q1 		$37.1K Buy
45
+1
+2% +$841 0.01% 266
2023
Q4 		$35.4K Hold
44
– – 0.01% 263
2023
Q3 		$32K Buy
44
+3
+7% +$2.32K 0.01% 260
2023
Q2 		$32.1K Sell
41
-1
-2% -$732 0.01% 263
2023
Q1 		$30.3K Sell
42
-5
-11% -$3.52K 0.01% 264
2022
Q4 		$30.8K Sell
47
-19
-29% -$11.7K 0.01% 259
2022
Q3 		$38K Buy
66
+1
+2% +$653 0.01% 244
2022
Q2 		$43K Sell
65
-3
-4% -$2.08K 0.01% 235
2022
Q1 		$50K Buy
68
+2
+3% +$1.44K 0.01% 258
2021
Q4 		$56K Sell
66
-2
-3% -$1.6K 0.01% 256
2021
Q3 		$54K Sell
68
-1
-1% -$831 0.01% 313
2021
Q2 		$55K Hold
69
– – 0.01% 319
2021
Q1 		$47K Hold
69
– – 0.01% 364
2020
Q4 		$49K Sell
69
-2
-3% -$1.49K 0.01% 324
2020
Q3 		$54K Sell
71
-1
-1% -$757 0.01% 282
2020
Q2 		$51K Sell
72
-3
-4% -$2.03K 0.01% 303
2020
Q1 		$47K Sell
75
-1
-1% -$598 0.01% 281
2019
Q4 		$44K Sell
76
-2
-3% -$1.12K 0.01% 329
2019
Q3 		$45K Sell
78
-3
-4% -$1.61K 0.01% 302
2019
Q2 		$41K Hold
81
– – 0.01% 332
2019
Q1 		$37K Buy
81
+9
+13% +$3.67K 0.01% 358
2018
Q4 		$25K Sell
72
-20
-22% -$7.79K 0.01% 377
2018
Q3 		$40K Buy
92
+2
+2% +$876 0.01% 376
2018
Q2 		$39K Buy
90
+5
+6% +$2.02K 0.01% 372
2018
Q1 		$36K Sell
85
-436
-84% -$183K 0.01% 355
2017
Q4 		$236K Buy
+521
New +$241K 0.05% 156

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's EQIX Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Equinix (EQIX) stake by 2.2% in Q2 2024, selling an estimated $759 and leaving 44 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #286.

Institutional & Family Asset Management first reported a position in EQIX in Q4 2017 and has held it in 27 quarters since. The position peaked at $236K in Q4 2017. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Institutional & Family Asset Management held 44 shares of Equinix worth $33.3K as of Q2 2024.
  • Institutional & Family Asset Management sold 1 Equinix share in Q2 2024, an estimated $759.
  • Equinix made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #286 holding.
  • Institutional & Family Asset Management first reported a position in Equinix in Q4 2017 and has held it in 27 quarters since.
  • Institutional & Family Asset Management's Equinix position peaked at $236K in Q4 2017.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.