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Wealthspire Advisors (Maryland)’s Equinix EQIX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$470K Sell
618
-216
-26% -$163K 0.02% 286
2020
Q2 		$586K Sell
834
-56
-6% -$37.9K 0.04% 227
2020
Q1 		$556K Buy
890
+5
+0.6% +$2.99K 0.05% 216
2019
Q4 		$517K Buy
885
+26
+3% +$14.6K 0.03% 275
2019
Q3 		$495K Buy
859
+21
+3% +$11.3K 0.04% 261
2019
Q2 		$423K Buy
838
+30
+4% +$14.4K 0.03% 283
2019
Q1 		$366K Sell
808
-26
-3% -$10.6K 0.03% 312
2018
Q4 		$294K Buy
834
+121
+17% +$47.2K 0.03% 325
2018
Q3 		$309K Buy
713
+145
+26% +$63.5K 0.03% 352
2018
Q2 		$244K Sell
568
-2
-0.4% -$808 0.02% 406
2018
Q1 		$238K Buy
570
+22
+4% +$9.26K 0.02% 419
2017
Q4 		$248K Buy
548
+15
+3% +$6.94K 0.02% 419
2017
Q3 		$238K Sell
533
-39
-7% -$17.5K 0.03% 422
2017
Q2 		$245K Sell
572
-21
-4% -$8.9K 0.03% 391
2017
Q1 		$237K Buy
593
+12
+2% +$4.56K 0.03% 343
2016
Q4 		$208K Buy
581
+4
+0.7% +$1.4K 0.03% 356
2016
Q3 		$208K Sell
577
-98
-15% -$36.3K 0.03% 370
2016
Q2 		$262K Sell
675
-158
-19% -$55.1K 0.04% 289
2016
Q1 		$275K Sell
833
-325
-28% -$98.8K 0.05% 275
2015
Q4 		$350K Buy
+1,158
New +$338K 0.07% 219

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EQIX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Equinix (EQIX) stake by 26% in Q3 2020, selling an estimated $163K and leaving 618 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #286.

Wealthspire Advisors (Maryland) first reported a position in EQIX in Q4 2015 and has held it in 20 quarters since. The position peaked at $586K in Q2 2020. 889 funds tracked by Wall St. Rank hold EQIX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 618 shares of Equinix worth $470K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 216 Equinix shares in Q3 2020, an estimated $163K.
  • Equinix made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #286 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Equinix in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Equinix position peaked at $586K in Q2 2020.
  • 889 funds tracked by Wall St. Rank held Equinix as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.