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Williams Jones Wealth Management’s Equinix EQIX Stock Holding History

Williams Jones Wealth Management’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
2024
Q2 		– Sell
-5,016
Closed -$4.14M – 534
2024
Q1 		$4.14M Buy
5,016
+41
+0.8% +$34.5K 0.05% 136
2023
Q4 		$4.01M Sell
4,975
-72
-1% -$55.3K 0.06% 137
2023
Q3 		$3.67M Buy
5,047
+2,338
+86% +$1.81M 0.06% 140
2023
Q2 		$2.12M Buy
+2,709
New +$1.98M 0.03% 194

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williams Jones Wealth Management's EQIX Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of Equinix (EQIX) in Q2 2024, closing a stake of 5,016 shares — an estimated $4.14M sold.

Williams Jones Wealth Management first reported a position in EQIX in Q2 2023 and held it in 4 quarters. The position peaked at $4.14M in Q1 2024. 1,088 funds tracked by Wall St. Rank hold EQIX as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining Equinix position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 5,016 Equinix shares in Q2 2024, an estimated $4.14M.
  • Williams Jones Wealth Management first reported a position in Equinix in Q2 2023 and held it in 4 quarters.
  • Williams Jones Wealth Management's Equinix position peaked at $4.14M in Q1 2024.
  • 1,088 funds tracked by Wall St. Rank held Equinix as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.