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Austin Private Wealth’s Equifax EFX Stock Holding History

Austin Private Wealth’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
2025
Q2 		– Sell
-1,087
Closed -$265K – 314
2025
Q1 		$265K Sell
1,087
-2
-0.2% -$503 0.02% 242
2024
Q4 		$278K Buy
1,089
+18
+2% +$4.82K 0.03% 224
2024
Q3 		$315K Buy
1,071
+1
+0.1% +$282 0.03% 196
2024
Q2 		$259K Hold
1,070
– – 0.03% 197
2024
Q1 		$274K Hold
1,070
– – 0.03% 188
2023
Q4 		$265K Buy
+1,070
New +$217K 0.03% 169
2023
Q3 		– Sell
-1,070
Closed -$252K – 201
2023
Q2 		$252K Hold
1,070
– – 0.04% 135
2023
Q1 		$217K Hold
1,070
– – 0.03% 140
2022
Q4 		$208K Buy
+1,070
New +$196K 0.04% 141
2022
Q2 		– Sell
-1,070
Closed -$254K – 152
2022
Q1 		$254K Hold
1,070
– – 0.05% 114
2021
Q4 		$313K Hold
1,070
– – 0.06% 107
2021
Q3 		$271K Hold
1,070
– – 0.06% 107
2021
Q2 		$256K Buy
+1,070
New +$239K 0.06% 110
2021
Q1 		– Sell
-1,070
Closed -$206K – 116
2020
Q4 		$206K Buy
+1,070
New +$180K 0.06% 106
2020
Q3 		– Sell
-1,238
Closed -$213K – 94
2020
Q2 		$213K Buy
+1,238
New +$183K 0.09% 82

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BlackRock
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T. Rowe Price Associates
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Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return