Summit Wealth Group’s Equinix EQIX Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-6	Closed	-$5K	–	101
2021 Q2	$5K	Hold	6	–	–	0.01%	128
2021 Q1	$4K	Buy	+6	New	+$4.12K	0.01%	129

Other funds holding EQIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Wealth Group's EQIX Position: Q3 2021 in Review

Summit Wealth Group sold out of Equinix (EQIX) in Q3 2021, closing a stake of 6 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in EQIX in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 938 funds tracked by Wall St. Rank hold EQIX as of Q3 2021.

Summit Wealth Group reported no remaining Equinix position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 6 Equinix shares in Q3 2021, an estimated $5K.
Summit Wealth Group first reported a position in Equinix in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Equinix position peaked at $5K in Q2 2021.
938 funds tracked by Wall St. Rank held Equinix as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.