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Alterna Wealth Management’s Equifax EFX Stock Holding History

Alterna 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
2019
Q1 		– Sell
-1,600
Closed -$220K – 177
2018
Q4 		$220K Buy
+1,600
New +$170K 0.04% 316

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Alterna Wealth Management's EFX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Equifax (EFX) in Q1 2019, closing a stake of 1,600 shares — an estimated $220K sold.

Alterna Wealth Management first reported a position in EFX in Q4 2018 and held it in 1 quarter. The position peaked at $220K in Q4 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

  • Alterna Wealth Management reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,600 Equifax shares in Q1 2019, an estimated $220K.
  • Alterna Wealth Management first reported a position in Equifax in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Equifax position peaked at $220K in Q4 2018.
  • 488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.