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Tradition Wealth Management’s Equinix EQIX Stock Holding History

Tradition 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
2024
Q1 		– Sell
-162
Closed -$130K – 625
2023
Q4 		$130K Hold
162
– – 0.01% 400
2023
Q3 		$118K Hold
162
– – 0.01% 396
2023
Q2 		$127K Buy
162
+1
+0.6% +$732 0.01% 400
2023
Q1 		$116K Hold
161
– – 0.01% 403
2022
Q4 		$105K Buy
+161
New +$99.4K 0.01% 363

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Tradition Wealth Management's EQIX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Equinix (EQIX) in Q1 2024, closing a stake of 162 shares — an estimated $130K sold.

Tradition Wealth Management first reported a position in EQIX in Q4 2022 and held it in 5 quarters. The position peaked at $130K in Q4 2023. 1,130 funds tracked by Wall St. Rank hold EQIX as of Q1 2024.

  • Tradition Wealth Management reported no remaining Equinix position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 162 Equinix shares in Q1 2024, an estimated $130K.
  • Tradition Wealth Management first reported a position in Equinix in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's Equinix position peaked at $130K in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held Equinix as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.