Legacy Wealth Planning’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$204K Hold
358
0.34% 76
2022
Q2
$235K Buy
358
+7
+2% +$4.85K 0.34% 73
2022
Q1
$260K Hold
351
0.31% 71
2021
Q4
$297K Hold
351
0.34% 62
2021
Q3
$277K Hold
351
0.31% 72
2021
Q2
$282K Hold
351
0.32% 69
2021
Q1
$239K Hold
351
0.3% 74
2020
Q4
$251K Hold
351
0.32% 65
2020
Q3
$267K Hold
351
0.31% 59
2020
Q2
$247K Hold
351
0.29% 56
2020
Q1
$219K Hold
351
0.35% 60
2019
Q4
$205K Buy
+351
New +$197K 0.23% 76

Other funds holding EQIX

Legacy Wealth Planning's EQIX Position: Q3 2022 in Review

Legacy Wealth Planning held its Equinix (EQIX) position steady in Q3 2022 at 358 shares worth $204K. The position accounts for 0.34% of the portfolio, ranked #76.

Legacy Wealth Planning first reported a position in EQIX in Q4 2019 and has held it in 12 quarters since. The position peaked at $297K in Q4 2021. 905 funds tracked by Wall St. Rank hold EQIX as of Q3 2022.

  • Legacy Wealth Planning held 358 shares of Equinix worth $204K as of Q3 2022.
  • Legacy Wealth Planning left its Equinix share count unchanged in Q3 2022.
  • Equinix made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #76 holding.
  • Legacy Wealth Planning first reported a position in Equinix in Q4 2019 and has held it in 12 quarters since.
  • Legacy Wealth Planning's Equinix position peaked at $297K in Q4 2021.
  • 905 funds tracked by Wall St. Rank held Equinix as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.