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Personal Wealth Partners’s Equinix EQIX Stock Holding History

Personal 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
2021
Q3 		– Sell
-3
Closed -$2K – 184
2021
Q2 		$2K Buy
+3
New +$2.23K ﹤0.01% 379
2020
Q1 		– Sell
-3
Closed -$2K – 229
2019
Q4 		$2K Hold
3
– – ﹤0.01% 341
2019
Q3 		$2K Buy
+3
New +$1.61K ﹤0.01% 350

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Wealth Partners's EQIX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Equinix (EQIX) in Q3 2021, closing a stake of 3 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in EQIX in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 940 funds tracked by Wall St. Rank hold EQIX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Equinix position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Equinix shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Equinix in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Equinix position peaked at $2K in Q2 2021.
  • 940 funds tracked by Wall St. Rank held Equinix as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.