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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

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GIM
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