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Milestone Investment Advisors’s Equinix EQIX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-10
Closed -$7.26K – 226
2023
Q3 		$7.26K Buy
+10
New +$7.75K ﹤0.01% 311
2023
Q2 		– Sell
-10
Closed -$7.21K – 220
2023
Q1 		$7.21K Buy
+10
New +$7.04K ﹤0.01% 311

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Milestone Investment Advisors's EQIX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Equinix (EQIX) in Q4 2023, closing a stake of 10 shares — an estimated $7.26K sold.

Milestone Investment Advisors first reported a position in EQIX in Q1 2023 and held it in 2 quarters. The position peaked at $7.26K in Q3 2023. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Equinix position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 10 Equinix shares in Q4 2023, an estimated $7.26K.
  • Milestone Investment Advisors first reported a position in Equinix in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Equinix position peaked at $7.26K in Q3 2023.
  • 1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.