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Spartan Planning & Wealth Management’s Equinix EQIX Stock Holding History

Spartan Planning & 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
2023
Q4 		$70.9K Sell
88
-5
-5% -$3.84K 0.08% 116
2023
Q3 		$67.5K Buy
+93
New +$72K 0.08% 84
2022
Q4 		$93.7K Buy
+143
New +$88.3K 0.12% 84

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Spartan Planning & Wealth Management's EQIX Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Equinix (EQIX) stake by 5.4% in Q4 2023, selling an estimated $3.84K and leaving 88 shares worth $70.9K. The position accounts for 0.08% of the portfolio, ranked #116.

Spartan Planning & Wealth Management first reported a position in EQIX in Q4 2022 and has held it in 3 quarters since. The position peaked at $93.7K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

  • Spartan Planning & Wealth Management held 88 shares of Equinix worth $70.9K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 5 Equinix shares in Q4 2023, an estimated $3.84K.
  • Equinix made up 0.08% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #116 holding.
  • Spartan Planning & Wealth Management first reported a position in Equinix in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Equinix position peaked at $93.7K in Q4 2022.
  • 1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.