TrueWealth LLC’s Equinix EQIX Stock Holding History

TrueWealth LLC’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
2020 Q2	$116K	Hold	165	–	–	0.05%	188
2020 Q1	$103K	Hold	165	–	–	0.05%	182
2019 Q4	$96K	Hold	165	–	–	0.04%	209
2019 Q3	$95K	Buy	+165	New	+$88.7K	0.04%	206
2019 Q2	–	Hold	0	–	–	–	216
2019 Q1	–	Hold	0	–	–	–	222
2018 Q4	–	Hold	0	–	–	–	211
2018 Q3	–	Hold	0	–	–	–	206
2018 Q2	–	Hold	0	–	–	–	207
2018 Q1	–	Hold	0	–	–	–	167
2017 Q4	–	Hold	0	–	–	–	175

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's EQIX Position: Q2 2020 in Review

TrueWealth LLC held its Equinix (EQIX) position steady in Q2 2020 at 165 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #188.

TrueWealth LLC first reported a position in EQIX in Q3 2019 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold EQIX as of Q2 2020.

TrueWealth LLC held 165 shares of Equinix worth $116K as of Q2 2020.
TrueWealth LLC left its Equinix share count unchanged in Q2 2020.
Equinix made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #188 holding.
TrueWealth LLC first reported a position in Equinix in Q3 2019 and has held it in 4 quarters since.
869 funds tracked by Wall St. Rank held Equinix as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.