Oak Harbor Wealth Partners’s Equinix EQIX Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-521	Closed	-$441K	–	233
2021 Q4	$441K	Buy	+521	New	+$418K	0.15%	104

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

Oak Harbor Wealth Partners's EQIX Position: Q1 2022 in Review

Oak Harbor Wealth Partners sold out of Equinix (EQIX) in Q1 2022, closing a stake of 521 shares — an estimated $441K sold.

Oak Harbor Wealth Partners first reported a position in EQIX in Q4 2021 and held it in 1 quarter. The position peaked at $441K in Q4 2021. 967 funds tracked by Wall St. Rank hold EQIX as of Q1 2022.

Oak Harbor Wealth Partners reported no remaining Equinix position as of Q1 2022 after selling out during the quarter.
Oak Harbor Wealth Partners sold 521 Equinix shares in Q1 2022, an estimated $441K.
Oak Harbor Wealth Partners first reported a position in Equinix in Q4 2021 and held it in 1 quarter.
Oak Harbor Wealth Partners's Equinix position peaked at $441K in Q4 2021.
967 funds tracked by Wall St. Rank held Equinix as of Q1 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2022, filed 11 May 2022.