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Avantax Planning Partners’s Equifax EFX Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-697
Closed -$205K – 439
2024
Q3 		$205K Buy
+697
New +$197K 0.01% 418
2018
Q4 		– Sell
-638
Closed -$83K – 525
2018
Q3 		$83K Buy
+638
New +$83.1K 0.01% 382
2018
Q2 		– Sell
-703
Closed -$83K – 561
2018
Q1 		$83K Buy
+703
New +$84.4K 0.01% 437

Other funds holding EFX

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's EFX Position: Q4 2024 in Review

Avantax Planning Partners sold out of Equifax (EFX) in Q4 2024, closing a stake of 697 shares — an estimated $205K sold.

Avantax Planning Partners first reported a position in EFX in Q1 2018 and held it in 3 quarters. The position peaked at $205K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Avantax Planning Partners reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 697 Equifax shares in Q4 2024, an estimated $205K.
  • Avantax Planning Partners first reported a position in Equifax in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Equifax position peaked at $205K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.