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SYSTM Wealth Solutions’s Equinix EQIX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-238
Closed -$180K – 270
2024
Q2 		$180K Buy
238
+4
+2% +$3.04K 0.04% 196
2024
Q1 		$193K Buy
234
+26
+13% +$21.9K 0.02% 401
2023
Q4 		$167K Buy
+208
New +$160K 0.02% 403

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's EQIX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Equinix (EQIX) in Q3 2024, closing a stake of 238 shares — an estimated $180K sold.

SYSTM Wealth Solutions first reported a position in EQIX in Q4 2023 and held it in 3 quarters. The position peaked at $193K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold EQIX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Equinix position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 238 Equinix shares in Q3 2024, an estimated $180K.
  • SYSTM Wealth Solutions first reported a position in Equinix in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Equinix position peaked at $193K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Equinix as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.