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American Portfolios Advisors’s Equifax EFX Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$24.3K Sell
142
-2
-1% -$392 ﹤0.01% 2087
2022
Q2 		$26.3K Sell
144
-149
-51% -$29.8K ﹤0.01% 2085
2022
Q1 		$69.5K Buy
293
+20
+7% +$4.71K ﹤0.01% 1724
2021
Q4 		$79.9K Buy
273
+118
+76% +$32.8K ﹤0.01% 1629
2021
Q3 		$39.3K Buy
155
+31
+25% +$8.06K ﹤0.01% 1904
2021
Q2 		$29.7K Buy
124
+20
+19% +$4.47K ﹤0.01% 2018
2021
Q1 		$18.8K Buy
104
+15
+17% +$2.65K ﹤0.01% 2102
2020
Q4 		$17.2K Sell
89
-7
-7% -$1.18K ﹤0.01% 1889
2020
Q3 		$15.1K Sell
96
-3
-3% -$491 ﹤0.01% 1822
2020
Q2 		$17K Sell
99
-162
-62% -$24K ﹤0.01% 1709
2020
Q1 		$31.2K Buy
261
+26
+11% +$3.78K ﹤0.01% 1364
2019
Q4 		$32.9K Sell
235
-347
-60% -$48.1K ﹤0.01% 1521
2019
Q3 		$81.9K Buy
582
+62
+12% +$8.74K 0.01% 1084
2019
Q2 		$70.3K Buy
520
+17
+3% +$2.13K 0.01% 1131
2019
Q1 		$59.6K Sell
503
-8
-2% -$854 0.01% 1115
2018
Q4 		$47.6K Buy
511
+26
+5% +$2.77K 0.01% 1024
2018
Q3 		$63.3K Buy
485
+11
+2% +$1.43K 0.01% 1007
2018
Q2 		$59.3K Buy
474
+111
+31% +$13.2K 0.01% 1002
2018
Q1 		$42.8K Buy
+363
New +$43.6K 0.01% 1090

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's EFX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Equifax (EFX) stake by 1.4% in Q3 2022, selling an estimated $392 and leaving 142 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

American Portfolios Advisors first reported a position in EFX in Q1 2018 and has held it in 19 quarters since. The position peaked at $81.9K in Q3 2019. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • American Portfolios Advisors held 142 shares of Equifax worth $24.3K as of Q3 2022.
  • American Portfolios Advisors sold 2 Equifax shares in Q3 2022, an estimated $392.
  • Equifax made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2087 holding.
  • American Portfolios Advisors first reported a position in Equifax in Q1 2018 and has held it in 19 quarters since.
  • American Portfolios Advisors's Equifax position peaked at $81.9K in Q3 2019.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.