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WealthStone’s Equinix EQIX Stock Holding History

WealthStone’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 		$386K Buy
568
+17
+3% +$11.7K 0.13% 117
2020
Q4 		$394K Buy
551
+10
+2% +$7.44K 0.14% 104
2020
Q3 		$411K Buy
541
+12
+2% +$9.08K 0.19% 77
2020
Q2 		$372K Buy
+529
New +$358K 0.18% 94
2019
Q3 		– Sell
-1,685
Closed -$850K – 233
2019
Q2 		$850K Buy
+1,685
New +$808K 0.38% 50

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's EQIX Position: Q1 2021 in Review

WealthStone increased its Equinix (EQIX) stake by 3.1% in Q1 2021, buying an estimated $11.7K and bringing the position to 568 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #117.

WealthStone first reported a position in EQIX in Q2 2019 and has held it in 5 quarters since. The position peaked at $850K in Q2 2019. 909 funds tracked by Wall St. Rank hold EQIX as of Q1 2021.

  • WealthStone held 568 shares of Equinix worth $386K as of Q1 2021.
  • WealthStone bought 17 Equinix shares in Q1 2021, an estimated $11.7K.
  • Equinix made up 0.13% of WealthStone's portfolio in Q1 2021, its #117 holding.
  • WealthStone first reported a position in Equinix in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Equinix position peaked at $850K in Q2 2019.
  • 909 funds tracked by Wall St. Rank held Equinix as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.