RWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return