Lenox Wealth Advisors’s Equinix EQIX Stock Holding History

Lenox 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
2022 Q1	$30K	Buy	39 +4	+11%	+$2.88K	﹤0.01%	323
2021 Q4	$30K	Buy	35 +3	+9%	+$2.4K	﹤0.01%	334
2021 Q3	$25K	Hold	32	–	–	﹤0.01%	328
2021 Q2	$26K	Sell	32 -2	-6%	-$1.49K	﹤0.01%	322
2021 Q1	$23K	Hold	34	–	–	﹤0.01%	292
2020 Q4	$24K	Buy	34 +4	+13%	+$2.98K	﹤0.01%	287
2020 Q3	$23K	Hold	30	–	–	﹤0.01%	262
2020 Q2	$21K	Sell	30 -7	-19%	-$4.74K	﹤0.01%	279
2020 Q1	$23K	Hold	37	–	–	﹤0.01%	234
2019 Q4	$22K	Buy	37 +7	+23%	+$3.93K	﹤0.01%	319
2019 Q3	$17K	Hold	30	–	–	﹤0.01%	309
2019 Q2	$15K	Sell	30 -18	-38%	-$8.63K	﹤0.01%	242
2019 Q1	$22K	Hold	48	–	–	﹤0.01%	191
2018 Q4	$17K	Sell	48 -11	-19%	-$4.29K	﹤0.01%	206
2018 Q3	$26K	Sell	59 -37	-39%	-$16.2K	0.01%	185
2018 Q2	$41K	Buy	+96	New	+$38.8K	0.01%	160
2017 Q3	–	Sell	-98	Closed	-$42K	–	253
2017 Q2	$42K	Buy	+98	New	+$41.5K	0.01%	65

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lenox Wealth Advisors's EQIX Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Equinix (EQIX) stake by 11% in Q1 2022, buying an estimated $2.88K and bringing the position to 39 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Lenox Wealth Advisors first reported a position in EQIX in Q2 2017 and has held it in 17 quarters since. The position peaked at $42K in Q2 2017. 968 funds tracked by Wall St. Rank hold EQIX as of Q1 2022.

Lenox Wealth Advisors held 39 shares of Equinix worth $30K as of Q1 2022.
Lenox Wealth Advisors bought 4 Equinix shares in Q1 2022, an estimated $2.88K.
Equinix made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #323 holding.
Lenox Wealth Advisors first reported a position in Equinix in Q2 2017 and has held it in 17 quarters since.
Lenox Wealth Advisors's Equinix position peaked at $42K in Q2 2017.
968 funds tracked by Wall St. Rank held Equinix as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.