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PFG Private Wealth Management’s Equinix EQIX Stock Holding History

PFG Private Wealth 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
2024
Q1 		– Sell
-2
Closed -$1.61K – 230
2023
Q4 		$1.61K Hold
2
– – ﹤0.01% 201
2023
Q3 		$1.45K Hold
2
– – ﹤0.01% 246
2023
Q2 		$1.57K Sell
2
-249
-99% -$182K ﹤0.01% 254
2023
Q1 		$181K Sell
251
-152
-38% -$107K 0.12% 57
2022
Q4 		$264K Buy
+403
New +$249K 0.16% 43

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

PFG Private Wealth Management's EQIX Position: Q1 2024 in Review

PFG Private Wealth Management sold out of Equinix (EQIX) in Q1 2024, closing a stake of 2 shares — an estimated $1.61K sold.

PFG Private Wealth Management first reported a position in EQIX in Q4 2022 and held it in 5 quarters. The position peaked at $264K in Q4 2022. 1,130 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

  • PFG Private Wealth Management reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 2 Equinix shares in Q1 2024, an estimated $1.61K.
  • PFG Private Wealth Management first reported a position in Equinix in Q4 2022 and held it in 5 quarters.
  • PFG Private Wealth Management's Equinix position peaked at $264K in Q4 2022.
  • 1,130 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on PFG Private Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.