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Pacific Capital Wealth Advisors’s Equinix EQIX Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-1
Closed -$888 – 431
2024
Q3 		$888 Buy
+1
New +$819 ﹤0.01% 431

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's EQIX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Equinix (EQIX) in Q4 2024, closing a stake of 1 share — an estimated $888 sold.

Pacific Capital Wealth Advisors first reported a position in EQIX in Q3 2024 and held it in 1 quarter. The position peaked at $888 in Q3 2024. 1,188 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Equinix position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 Equinix share in Q4 2024, an estimated $888.
  • Pacific Capital Wealth Advisors first reported a position in Equinix in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Equinix position peaked at $888 in Q3 2024.
  • 1,188 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.