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Thomas J. Herzfeld Advisors’s Equinix EQIX Stock Holding History

Thomas J. Herzfeld 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
Q4 		– Sell
-36
Closed -$26.1K – 212
2023
Q3 		$26.1K Sell
36
-49
-58% -$37.9K 0.01% 144
2023
Q2 		$66.4K Buy
85
+29
+52% +$21.2K 0.03% 108
2023
Q1 		$40.4K Buy
56
+7
+14% +$4.93K 0.02% 112
2022
Q4 		$32.1K Sell
49
-21
-30% -$13K 0.01% 123
2022
Q3 		$40K Sell
70
-16
-19% -$10.5K 0.02% 106
2022
Q2 		$57K Buy
86
+34
+65% +$23.5K 0.02% 108
2022
Q1 		$39K Buy
52
+44
+550% +$31.7K 0.01% 129
2021
Q4 		$7K Hold
8
– – ﹤0.01% 239
2021
Q3 		$6K Sell
8
-62
-89% -$51.5K ﹤0.01% 238
2021
Q2 		$56K Sell
70
-7
-9% -$5.2K 0.02% 138
2021
Q1 		$52K Buy
77
+72
+1,440% +$49.4K 0.02% 143
2020
Q4 		$4K Sell
5
-26
-84% -$19.4K ﹤0.01% 246
2020
Q3 		$23K Buy
31
+1
+3% +$757 0.02% 115
2020
Q2 		$24K Sell
30
-19
-39% -$12.9K 0.01% 153
2020
Q1 		$31K Hold
49
– – 0.02% 135
2019
Q4 		$29K Buy
49
+9
+23% +$5.06K 0.01% 154
2019
Q3 		$23K Sell
40
-33
-45% -$17.7K 0.01% 164
2019
Q2 		$37K Sell
73
-37
-34% -$17.8K 0.01% 169
2019
Q1 		$50K Buy
110
+24
+28% +$9.77K 0.02% 182
2018
Q4 		$30K Buy
86
+26
+43% +$10.1K 0.01% 195
2018
Q3 		$26K Buy
60
+3
+5% +$1.31K 0.01% 193
2018
Q2 		$25K Buy
+57
New +$23K 0.01% 206

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Thomas J. Herzfeld Advisors's EQIX Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Equinix (EQIX) in Q4 2023, closing a stake of 36 shares — an estimated $26.1K sold.

Thomas J. Herzfeld Advisors first reported a position in EQIX in Q2 2018 and held it in 22 quarters. The position peaked at $66.4K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold EQIX as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Equinix position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 36 Equinix shares in Q4 2023, an estimated $26.1K.
  • Thomas J. Herzfeld Advisors first reported a position in Equinix in Q2 2018 and held it in 22 quarters.
  • Thomas J. Herzfeld Advisors's Equinix position peaked at $66.4K in Q2 2023.
  • 1,121 funds tracked by Wall St. Rank held Equinix as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.