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Resurgent Financial Advisors’s Equinix EQIX Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-301
Closed -$242K – 278
2023
Q4 		$242K Buy
301
+28
+10% +$21.5K 0.15% 149
2023
Q3 		$198K Sell
273
-5
-2% -$3.87K 0.14% 149
2023
Q2 		$218K Buy
278
+1
+0.4% +$732 0.14% 131
2023
Q1 		$200K Sell
277
-491
-64% -$346K 0.13% 151
2022
Q4 		$503K Buy
768
+82
+12% +$50.7K 0.27% 90
2022
Q3 		$390K Sell
686
-5
-0.7% -$3.27K 0.26% 107
2022
Q2 		$454K Sell
691
-18
-3% -$12.5K 0.29% 98
2022
Q1 		$526K Buy
+709
New +$510K 0.33% 85

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

Resurgent Financial Advisors's EQIX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Equinix (EQIX) in Q1 2024, closing a stake of 301 shares — an estimated $242K sold.

Resurgent Financial Advisors first reported a position in EQIX in Q1 2022 and held it in 8 quarters. The position peaked at $526K in Q1 2022. 1,130 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 301 Equinix shares in Q1 2024, an estimated $242K.
  • Resurgent Financial Advisors first reported a position in Equinix in Q1 2022 and held it in 8 quarters.
  • Resurgent Financial Advisors's Equinix position peaked at $526K in Q1 2022.
  • 1,130 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.