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Windsor Wealth Management’s Equinix EQIX Stock Holding History

Windsor 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
2022
Q2 		– Sell
-269
Closed -$207K – 182
2022
Q1 		$207K Sell
269
-3
-1% -$2.16K 0.04% 228
2021
Q4 		$222K Buy
272
+5
+2% +$4.01K 0.04% 225
2021
Q3 		$211K Buy
+267
New +$222K 0.04% 213

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Windsor Wealth Management's EQIX Position: Q2 2022 in Review

Windsor Wealth Management sold out of Equinix (EQIX) in Q2 2022, closing a stake of 269 shares — an estimated $207K sold.

Windsor Wealth Management first reported a position in EQIX in Q3 2021 and held it in 3 quarters. The position peaked at $222K in Q4 2021. 939 funds tracked by Wall St. Rank hold EQIX as of Q2 2022.

  • Windsor Wealth Management reported no remaining Equinix position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 269 Equinix shares in Q2 2022, an estimated $207K.
  • Windsor Wealth Management first reported a position in Equinix in Q3 2021 and held it in 3 quarters.
  • Windsor Wealth Management's Equinix position peaked at $222K in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Equinix as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.