WealthPLAN Partners’s Equinix EQIX Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-15	Closed	-$11.8K	–	545
2023 Q2	$11.8K	Hold	15	–	–	﹤0.01%	765
2023 Q1	$10.8K	Buy	+15	New	+$10.6K	﹤0.01%	845

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

WealthPLAN Partners's EQIX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Equinix (EQIX) in Q3 2023, closing a stake of 15 shares — an estimated $11.8K sold.

WealthPLAN Partners first reported a position in EQIX in Q1 2023 and held it in 2 quarters. The position peaked at $11.8K in Q2 2023. 1,008 funds tracked by Wall St. Rank hold EQIX as of Q3 2023.

WealthPLAN Partners reported no remaining Equinix position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 15 Equinix shares in Q3 2023, an estimated $11.8K.
WealthPLAN Partners first reported a position in Equinix in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Equinix position peaked at $11.8K in Q2 2023.
1,008 funds tracked by Wall St. Rank held Equinix as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.