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MPS Loria Financial Planners’s Equinix EQIX Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-8
Closed -$5K – 254
2021
Q1 		$5K Hold
8
– – ﹤0.01% 345
2020
Q4 		$6K Buy
+8
New +$5.96K ﹤0.01% 347

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MPS Loria Financial Planners's EQIX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Equinix (EQIX) in Q2 2021, closing a stake of 8 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in EQIX in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 925 funds tracked by Wall St. Rank hold EQIX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Equinix position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 Equinix shares in Q2 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in Equinix in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Equinix position peaked at $6K in Q4 2020.
  • 925 funds tracked by Wall St. Rank held Equinix as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.