Trinity Financial Advisors’s Equinix EQIX Stock Holding History

Trinity Financial 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	–	Sell	-287	Closed	-$225K	–	76
2023 Q2	$225K	Buy	+287	New	+$210K	0.12%	70

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

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

Norges Bank Oslo, Norway $935B AUM

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

Trinity Financial Advisors's EQIX Position: Q3 2023 in Review

Trinity Financial Advisors sold out of Equinix (EQIX) in Q3 2023, closing a stake of 287 shares — an estimated $225K sold.

Trinity Financial Advisors first reported a position in EQIX in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold EQIX as of Q3 2023.

Trinity Financial Advisors reported no remaining Equinix position as of Q3 2023 after selling out during the quarter.
Trinity Financial Advisors sold 287 Equinix shares in Q3 2023, an estimated $225K.
Trinity Financial Advisors first reported a position in Equinix in Q2 2023 and held it in 1 quarter.
Trinity Financial Advisors's Equinix position peaked at $225K in Q2 2023.
1,007 funds tracked by Wall St. Rank held Equinix as of Q3 2023.

Based on Trinity Financial Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.