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Sutton Wealth Advisors’s Equinix EQIX Stock Holding History

Sutton 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
2023
Q3 		$21.1K Buy
29
+3
+12% +$2.32K 0.01% 357
2023
Q2 		$20.4K Hold
26
– – 0.01% 348
2023
Q1 		$18.7K Sell
26
-74
-74% -$52.1K 0.01% 321
2022
Q4 		$65.5K Sell
100
-4
-4% -$2.47K 0.03% 324
2022
Q3 		$59.2K Sell
104
-9
-8% -$5.88K 0.02% 346
2022
Q2 		$74K Buy
113
+4
+4% +$2.77K 0.03% 288
2022
Q1 		$80.6K Buy
109
+7
+7% +$5.04K 0.03% 291
2021
Q4 		$86.3K Buy
102
+1
+1% +$802 0.03% 290
2021
Q3 		$79.8K Buy
101
+1
+1% +$831 0.03% 283
2021
Q2 		$80.3K Buy
100
+2
+2% +$1.49K 0.03% 283
2021
Q1 		$66.6K Sell
98
-3
-3% -$2.06K 0.03% 317
2020
Q4 		$72.1K Buy
101
+3
+3% +$2.23K 0.03% 273
2020
Q3 		$74.5K Hold
98
– – 0.04% 240
2020
Q2 		$68.8K Buy
98
+3
+3% +$2.03K 0.04% 244
2020
Q1 		$59.3K Buy
95
+2
+2% +$1.2K 0.04% 241
2019
Q4 		$54.3K Hold
93
– – 0.03% 289
2019
Q3 		$53.6K Buy
93
+3
+3% +$1.61K 0.03% 283
2019
Q2 		$45.4K Hold
90
– – 0.03% 325
2019
Q1 		$40.8K Buy
90
+3
+3% +$1.22K 0.02% 354
2018
Q4 		$30.7K Sell
87
-7
-7% -$2.73K 0.02% 388
2018
Q3 		$40.7K Hold
94
– – 0.03% 333
2018
Q2 		$40.4K Hold
94
– – 0.03% 343
2018
Q1 		$39.3K Hold
94
– – 0.03% 338
2017
Q4 		$42.6K Hold
94
– – 0.03% 315
2017
Q3 		$42K Hold
94
– – 0.03% 312
2017
Q2 		$40.3K Buy
94
+7
+8% +$2.97K 0.03% 302
2017
Q1 		$34.8K Sell
87
-4
-4% -$1.52K 0.03% 336
2016
Q4 		$32.5K Sell
91
-29
-24% -$10.1K 0.03% 352
2016
Q3 		$43.2K Buy
120
+29
+32% +$10.8K 0.04% 284
2016
Q2 		$35.3K Hold
91
– – 0.03% 301
2016
Q1 		$30.1K Buy
+91
New +$27.7K 0.03% 337

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Sutton Wealth Advisors's EQIX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Equinix (EQIX) stake by 12% in Q3 2023, buying an estimated $2.32K and bringing the position to 29 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #357.

Sutton Wealth Advisors first reported a position in EQIX in Q1 2016 and has held it in 31 quarters since. The position peaked at $86.3K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold EQIX as of Q3 2023.

  • Sutton Wealth Advisors held 29 shares of Equinix worth $21.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 3 Equinix shares in Q3 2023, an estimated $2.32K.
  • Equinix made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #357 holding.
  • Sutton Wealth Advisors first reported a position in Equinix in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Equinix position peaked at $86.3K in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held Equinix as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.