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Atria Wealth Solutions’s Equifax EFX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-1,860
Closed -$498K – 1967
2024
Q1 		$498K Buy
1,860
+71
+4% +$18.1K 0.01% 1272
2023
Q4 		$442K Sell
1,789
-3
-0.2% -$608 0.01% 1282
2023
Q3 		$328K Buy
1,792
+8
+0.4% +$1.63K ﹤0.01% 1355
2023
Q2 		$420K Sell
1,784
-6
-0.3% -$1.26K 0.01% 1243
2023
Q1 		$363K Buy
1,790
+9
+0.5% +$1.87K 0.01% 1317
2022
Q4 		$346K Sell
1,781
-2,072
-54% -$379K 0.01% 1275
2022
Q3 		$661K Buy
3,853
+1,817
+89% +$356K 0.01% 888
2022
Q2 		$372K Sell
2,036
-2,153
-51% -$431K 0.01% 1109
2022
Q1 		$993K Buy
+4,189
New +$987K 0.02% 737

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's EFX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Equifax (EFX) in Q2 2024, closing a stake of 1,860 shares — an estimated $498K sold.

Atria Wealth Solutions first reported a position in EFX in Q1 2022 and held it in 9 quarters. The position peaked at $993K in Q1 2022. 759 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,860 Equifax shares in Q2 2024, an estimated $498K.
  • Atria Wealth Solutions first reported a position in Equifax in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Equifax position peaked at $993K in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.