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Adams Wealth Management’s Equifax EFX Stock Holding History

Adams 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
2020
Q4 		– Sell
-74
Closed -$12K – 151
2020
Q3 		$12K Buy
+74
New +$12.1K 0.01% 173

Other funds holding EFX

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Adams Wealth Management's EFX Position: Q4 2020 in Review

Adams Wealth Management sold out of Equifax (EFX) in Q4 2020, closing a stake of 74 shares — an estimated $12K sold.

Adams Wealth Management first reported a position in EFX in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Adams Wealth Management reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 74 Equifax shares in Q4 2020, an estimated $12K.
  • Adams Wealth Management first reported a position in Equifax in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Equifax position peaked at $12K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.