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Wealthcare Advisory Partners’s Equinix EQIX Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-10
Closed -$7K – 925
2021
Q1 		$7K Buy
+10
New +$6.86K ﹤0.01% 1548
2020
Q2 		– Sell
-2
Closed -$1K – 619
2020
Q1 		$1K Buy
+2
New +$1.2K ﹤0.01% 1383

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthcare Advisory Partners's EQIX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Equinix (EQIX) in Q2 2021, closing a stake of 10 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in EQIX in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 925 funds tracked by Wall St. Rank hold EQIX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Equinix position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10 Equinix shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in Equinix in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Equinix position peaked at $7K in Q1 2021.
  • 925 funds tracked by Wall St. Rank held Equinix as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.