Ropes Wealth Advisors’s Equinix EQIX Stock Holding History

Ropes 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
2021 Q1	–	Sell	-79	Closed	-$56K	–	415
2020 Q4	$56K	Buy	79 +56	+243%	+$41.7K	0.01%	367
2020 Q3	$17K	Hold	23	–	–	﹤0.01%	459
2020 Q2	$16K	Hold	23	–	–	﹤0.01%	411
2020 Q1	$14K	Buy	+23	New	+$13.8K	﹤0.01%	391
2018 Q3	–	Sell	-267	Closed	-$115K	–	544
2018 Q2	$115K	Hold	267	–	–	0.03%	272
2018 Q1	$112K	Hold	267	–	–	0.03%	257
2017 Q4	$121K	Buy	+267	New	+$124K	0.03%	252
2016 Q3	–	Sell	-8	Closed	-$3K	–	468
2016 Q2	$3K	Hold	8	–	–	﹤0.01%	437
2016 Q1	$3K	Buy	+8	New	+$2.43K	﹤0.01%	372
2015 Q4	–	Sell	-487	Closed	-$133K	–	487
2015 Q3	$133K	Buy	+487	New	+$133K	0.07%	163

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ropes Wealth Advisors's EQIX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Equinix (EQIX) in Q1 2021, closing a stake of 79 shares — an estimated $56K sold.

Ropes Wealth Advisors first reported a position in EQIX in Q3 2015 and held it in 10 quarters. The position peaked at $133K in Q3 2015. 912 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

Ropes Wealth Advisors reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 79 Equinix shares in Q1 2021, an estimated $56K.
Ropes Wealth Advisors first reported a position in Equinix in Q3 2015 and held it in 10 quarters.
Ropes Wealth Advisors's Equinix position peaked at $133K in Q3 2015.
912 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.