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WR Wealth Planners’s Equinix EQIX Stock Holding History

WR Wealth Planners’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
Q4 		$5.66K Sell
6
-5
-45% -$4.6K ﹤0.01% 675
2024
Q3 		$9.76K Hold
11
– – ﹤0.01% 633
2024
Q2 		$8.32K Buy
11
+2
+22% +$1.52K ﹤0.01% 634
2024
Q1 		$7.43K Buy
+9
New +$7.57K ﹤0.01% 648
2023
Q4 		– Sell
-6
Closed -$4.36K – 397
2023
Q3 		$4.36K Hold
6
– – ﹤0.01% 694
2023
Q2 		$4.7K Hold
6
– – ﹤0.01% 687
2023
Q1 		$4.33K Hold
6
– – ﹤0.01% 700
2022
Q4 		$3.93K Hold
6
– – ﹤0.01% 351
2022
Q3 		$3.41K Hold
6
– – ﹤0.01% 349
2022
Q2 		$3.94K Hold
6
– – ﹤0.01% 364
2022
Q1 		$4.45K Buy
+6
New +$4.32K ﹤0.01% 368

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's EQIX Position: Q4 2024 in Review

WR Wealth Planners reduced its Equinix (EQIX) stake by 45% in Q4 2024, selling an estimated $4.6K and leaving 6 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

WR Wealth Planners first reported a position in EQIX in Q1 2022 and has held it in 11 quarters since. The position peaked at $9.76K in Q3 2024. 1,189 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • WR Wealth Planners held 6 shares of Equinix worth $5.66K as of Q4 2024.
  • WR Wealth Planners sold 5 Equinix shares in Q4 2024, an estimated $4.6K.
  • Equinix made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #675 holding.
  • WR Wealth Planners first reported a position in Equinix in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Equinix position peaked at $9.76K in Q3 2024.
  • 1,189 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.