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Kingswood Wealth Advisors’s Equinix EQIX Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-474
Closed -$447K – 755
2024
Q4 		$447K Sell
474
-303
-39% -$279K 0.03% 474
2024
Q3 		$690K Sell
777
-133
-15% -$109K 0.05% 377
2024
Q2 		$689K Buy
910
+269
+42% +$204K 0.06% 309
2024
Q1 		$529K Sell
641
-303
-32% -$255K 0.06% 333
2023
Q4 		$760K Buy
+944
New +$725K 0.09% 249

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingswood Wealth Advisors's EQIX Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Equinix (EQIX) in Q1 2025, closing a stake of 474 shares — an estimated $447K sold.

Kingswood Wealth Advisors first reported a position in EQIX in Q4 2023 and held it in 5 quarters. The position peaked at $760K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold EQIX as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Equinix position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 474 Equinix shares in Q1 2025, an estimated $447K.
  • Kingswood Wealth Advisors first reported a position in Equinix in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Equinix position peaked at $760K in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held Equinix as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.