9WM
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9258 Wealth Management’s Equifax EFX Stock Holding History

9258 Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$230K Buy
+783
New +$221K 0.03% 315
2024
Q2 		– Sell
-773
Closed -$207K – 347
2024
Q1 		$207K Buy
+773
New +$197K 0.03% 331

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's EFX Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Equifax (EFX) in Q3 2024: 783 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #315 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in EFX as recently as Q1 2024.

9258 Wealth Management first reported a position in EFX in Q1 2024 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • 9258 Wealth Management held 783 shares of Equifax worth $230K as of Q3 2024.
  • Equifax was a new 9258 Wealth Management position in Q3 2024.
  • Equifax made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #315 holding.
  • 9258 Wealth Management first reported a position in Equifax in Q1 2024 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.