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Patriot Financial Group Insurance Agency’s Equinix EQIX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-6
Closed -$4K – 862
2022
Q2 		$4K Sell
6
-8
-57% -$5.54K ﹤0.01% 1539
2022
Q1 		$10K Buy
14
+9
+180% +$6.48K ﹤0.01% 1358
2021
Q4 		$4K Buy
5
+1
+25% +$802 ﹤0.01% 1770
2021
Q3 		$3K Hold
4
– – ﹤0.01% 1834
2021
Q2 		$3K Sell
4
-41
-91% -$30.5K ﹤0.01% 1775
2021
Q1 		$31K Sell
45
-3
-6% -$2.06K 0.01% 940
2020
Q4 		$34K Hold
48
– – 0.01% 807
2020
Q3 		$36K Buy
48
+1
+2% +$757 0.01% 612
2020
Q2 		$33K Buy
47
+5
+12% +$3.38K 0.01% 604
2020
Q1 		$26K Buy
42
+7
+20% +$4.19K 0.01% 588
2019
Q4 		$20K Hold
35
– – 0.01% 674
2019
Q3 		$20K Sell
35
-15
-30% -$8.06K 0.01% 649
2019
Q2 		$26K Buy
+50
New +$24K 0.01% 569
2018
Q2 		– Sell
-9
Closed -$4K – 679
2018
Q1 		$4K Buy
+9
New +$3.79K ﹤0.01% 767

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EQIX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Equinix (EQIX) in Q3 2022, closing a stake of 6 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in EQIX in Q1 2018 and held it in 14 quarters. The position peaked at $36K in Q3 2020. 905 funds tracked by Wall St. Rank hold EQIX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Equinix position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6 Equinix shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Equinix in Q1 2018 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Equinix position peaked at $36K in Q3 2020.
  • 905 funds tracked by Wall St. Rank held Equinix as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.