KWM
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Keebeck Wealth Management’s Equinix EQIX Stock Holding History

Keebeck Wealth 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
2022
Q3 		– Sell
-553
Closed -$363K – 232
2022
Q2 		$363K Sell
553
-10
-2% -$6.93K 0.07% 177
2022
Q1 		$418K Sell
563
-145
-20% -$104K 0.07% 173
2021
Q4 		$599K Hold
708
– – 0.11% 134
2021
Q3 		$559K Sell
708
-11
-2% -$9.14K 0.11% 132
2021
Q2 		$577K Hold
719
– – 0.08% 154
2021
Q1 		$489K Sell
719
-55
-7% -$37.8K 0.08% 165
2020
Q4 		$553K Buy
774
+11
+1% +$8.19K 0.1% 143
2020
Q3 		$579K Hold
763
– – 0.12% 122
2020
Q2 		$535K Buy
+763
New +$516K 0.17% 112
2020
Q1 		– Sell
-153
Closed -$89K – 205
2019
Q4 		$89K Buy
+153
New +$86K 0.03% 194

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return