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Next Financial Group’s Equinix EQIX Stock Holding History

Next Financial Group’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 		$257K Sell
304
-43
-12% -$34.5K 0.02% 800
2021
Q3 		$274K Buy
347
+73
+27% +$60.6K 0.02% 704
2021
Q2 		$220K Sell
274
-56
-17% -$41.6K 0.02% 791
2021
Q1 		$225K Sell
330
-6
-2% -$4.12K 0.02% 728
2020
Q4 		$240K Sell
336
-13
-4% -$9.68K 0.02% 646
2020
Q3 		$265K Buy
349
+44
+14% +$33.3K 0.03% 532
2020
Q2 		$214K Sell
305
-202
-40% -$137K 0.03% 516
2020
Q1 		$316K Sell
507
-15
-3% -$8.97K 0.04% 392
2019
Q4 		$305K Sell
522
-90
-15% -$50.6K 0.03% 526
2019
Q3 		$353K Sell
612
-71
-10% -$38.2K 0.04% 444
2019
Q2 		$344K Buy
683
+51
+8% +$24.5K 0.04% 471
2019
Q1 		$286K Buy
632
+482
+321% +$196K 0.07% 270
2018
Q4 		$53K Hold
150
– – 0.01% 786
2018
Q3 		$65K Buy
+150
New +$65.7K 0.03% 477
2017
Q4 		– Sell
-512
Closed -$237K – 568
2017
Q3 		$237K Sell
512
-230
-31% -$103K 0.07% 280
2017
Q2 		$318K Buy
742
+73
+11% +$30.9K 0.08% 261
2017
Q1 		$279K Sell
669
-171
-20% -$64.9K 0.08% 249
2016
Q4 		$300K Sell
840
-13
-2% -$4.54K 0.05% 356
2016
Q3 		$307K Buy
853
+107
+14% +$39.7K 0.06% 344
2016
Q2 		$289K Hold
746
– – 0.09% 225
2016
Q1 		$246K Sell
746
-22
-3% -$6.69K 0.09% 237
2015
Q4 		$232K Buy
768
+18
+2% +$5.26K 0.09% 240
2015
Q3 		$205K Hold
750
– – 0.07% 278
2015
Q2 		$190K Hold
750
– – 0.07% 312
2015
Q1 		$174K Hold
750
– – 0.06% 341
2014
Q4 		$170K Sell
750
-38
-5% -$8.22K 0.06% 328
2014
Q3 		$167K Sell
788
-85
-10% -$18.3K 0.03% 506
2014
Q2 		$184K Buy
+873
New +$168K 0.1% 163

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's EQIX Position: Q4 2021 in Review

Next Financial Group reduced its Equinix (EQIX) stake by 12% in Q4 2021, selling an estimated $34.5K and leaving 304 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #800.

Next Financial Group first reported a position in EQIX in Q2 2014 and has held it in 28 quarters since. The position peaked at $353K in Q3 2019. 1,008 funds tracked by Wall St. Rank hold EQIX as of Q4 2021.

  • Next Financial Group held 304 shares of Equinix worth $257K as of Q4 2021.
  • Next Financial Group sold 43 Equinix shares in Q4 2021, an estimated $34.5K.
  • Equinix made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #800 holding.
  • Next Financial Group first reported a position in Equinix in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Equinix position peaked at $353K in Q3 2019.
  • 1,008 funds tracked by Wall St. Rank held Equinix as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.