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TrinityPoint Wealth’s Equinix EQIX Stock Holding History

TrinityPoint Wealth’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
Q4 		$693K Sell
735
-13
-2% -$12K 0.1% 193
2024
Q3 		$664K Buy
748
+11
+1% +$9.01K 0.1% 199
2024
Q2 		$558K Buy
737
+6
+0.8% +$4.55K 0.09% 195
2024
Q1 		$604K Sell
731
-16
-2% -$13.5K 0.1% 180
2023
Q4 		$602K Sell
747
-2
-0.3% -$1.54K 0.11% 174
2023
Q3 		$544K Buy
749
+6
+0.8% +$4.65K 0.11% 172
2023
Q2 		$583K Buy
743
+10
+1% +$7.32K 0.11% 164
2023
Q1 		$529K Buy
733
+3
+0.4% +$2.11K 0.11% 164
2022
Q4 		$478K Buy
730
+192
+36% +$119K 0.11% 176
2022
Q3 		$306K Sell
538
-97
-15% -$63.4K 0.07% 200
2022
Q2 		$417K Sell
635
-12
-2% -$8.31K 0.09% 182
2022
Q1 		$480K Sell
647
-1
-0.2% -$720 0.09% 188
2021
Q4 		$548K Buy
648
+8
+1% +$6.41K 0.1% 177
2021
Q3 		$506K Buy
+640
New +$532K 0.1% 179

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's EQIX Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Equinix (EQIX) stake by 1.7% in Q4 2024, selling an estimated $12K and leaving 735 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #193.

TrinityPoint Wealth first reported a position in EQIX in Q3 2021 and has held it in 14 quarters since. 1,188 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • TrinityPoint Wealth held 735 shares of Equinix worth $693K as of Q4 2024.
  • TrinityPoint Wealth sold 13 Equinix shares in Q4 2024, an estimated $12K.
  • Equinix made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #193 holding.
  • TrinityPoint Wealth first reported a position in Equinix in Q3 2021 and has held it in 14 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.