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TRUE Private Wealth Advisors’s Equinix EQIX Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-7
Closed -$4K – 381
2020
Q4 		$4K Hold
7
– – ﹤0.01% 614
2020
Q3 		$5K Hold
7
– – ﹤0.01% 561
2020
Q2 		$4K Hold
7
– – ﹤0.01% 579
2020
Q1 		$4K Hold
7
– – ﹤0.01% 540
2019
Q4 		$4K Buy
+7
New +$3.93K ﹤0.01% 690
2019
Q3 		– Sell
-7
Closed -$3K – 378
2019
Q2 		$3K Buy
+7
New +$3.36K ﹤0.01% 682
2018
Q4 		– Sell
-12
Closed -$5.2K – 446
2018
Q3 		$5.2K Buy
+12
New +$5.25K ﹤0.01% 884

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's EQIX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Equinix (EQIX) in Q1 2021, closing a stake of 7 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in EQIX in Q3 2018 and held it in 7 quarters. The position peaked at $5.2K in Q3 2018. 912 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Equinix position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 7 Equinix shares in Q1 2021, an estimated $4K.
  • TRUE Private Wealth Advisors first reported a position in Equinix in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Equinix position peaked at $5.2K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.