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Liberty Wealth Management’s Equinix EQIX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-87
Closed -$69K – 445
2021
Q3 		$69K Buy
87
+53
+156% +$44K 0.02% 358
2021
Q2 		$28K Sell
34
-1
-3% -$743 0.01% 433
2021
Q1 		$26K Hold
35
– – 0.01% 411
2020
Q4 		$26K Hold
35
– – 0.01% 408
2020
Q3 		$27K Sell
35
-8
-19% -$6.05K 0.02% 350
2020
Q2 		$30K Sell
43
-1
-2% -$676 0.02% 317
2020
Q1 		$27K Sell
44
-3
-6% -$1.79K 0.02% 303
2019
Q4 		$27K Buy
47
+4
+9% +$2.25K 0.02% 360
2019
Q3 		$25K Sell
43
-15
-26% -$8.06K 0.02% 366
2019
Q2 		$30K Sell
58
-2
-3% -$959 0.03% 339
2019
Q1 		$27K Buy
60
+11
+22% +$4.48K 0.02% 298
2018
Q4 		$17K Buy
+49
New +$19.1K 0.01% 355

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's EQIX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Equinix (EQIX) in Q4 2021, closing a stake of 87 shares — an estimated $69K sold.

Liberty Wealth Management first reported a position in EQIX in Q4 2018 and held it in 12 quarters. The position peaked at $69K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold EQIX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Equinix position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 87 Equinix shares in Q4 2021, an estimated $69K.
  • Liberty Wealth Management first reported a position in Equinix in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Equinix position peaked at $69K in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held Equinix as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.