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Optimal Asset Management’s Equinix EQIX Stock Holding History

Optimal Asset 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
Q1 		– Sell
-1,915
Closed -$1.37M – 377
2020
Q4 		$1.37M Sell
1,915
-1
-0.1% -$744 0.19% 180
2020
Q3 		$1.46M Buy
1,916
+190
+11% +$144K 0.21% 159
2020
Q2 		$1.21M Sell
1,726
-201
-10% -$136K 0.2% 170
2020
Q1 		$1.2M Buy
1,927
+804
+72% +$481K 0.11% 261
2019
Q4 		$655K Buy
+1,123
New +$631K 0.1% 287

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimal Asset Management's EQIX Position: Q1 2021 in Review

Optimal Asset Management sold out of Equinix (EQIX) in Q1 2021, closing a stake of 1,915 shares — an estimated $1.37M sold.

Optimal Asset Management first reported a position in EQIX in Q4 2019 and held it in 5 quarters. The position peaked at $1.46M in Q3 2020. 912 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • Optimal Asset Management reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 1,915 Equinix shares in Q1 2021, an estimated $1.37M.
  • Optimal Asset Management first reported a position in Equinix in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Equinix position peaked at $1.46M in Q3 2020.
  • 912 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.