Avidian Wealth Enterprises’s Equifax EFX Stock Holding History

Avidian Wealth Enterprises’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
2019 Q2	–	Sell	-2,000	Closed	-$237K	–	150
2019 Q1	$237K	Buy	+2,000	New	+$214K	0.05%	110
2018 Q4	–	Sell	-2,006	Closed	-$262K	–	97
2018 Q3	$262K	Sell	2,006 -1,994	-50%	-$260K	0.08%	89
2018 Q2	$500K	Hold	4,000	–	–	0.16%	55
2018 Q1	$471K	Hold	4,000	–	–	0.16%	53
2017 Q4	$472	Hold	4,000	–	–	0.13%	49
2017 Q3	$424K	Hold	4,000	–	–	0.16%	52
2017 Q2	$550K	Hold	4,000	–	–	0.23%	31
2017 Q1	$547K	Buy	4,000 +2,000	+100%	+$254K	0.21%	33
2016 Q4	$236K	Buy	+2,000	New	+$244K	0.1%	70
2016 Q3	–	Sell	-2,000	Closed	-$257	–	83
2016 Q2	$257	Hold	2,000	–	–	0.09%	58
2016 Q1	$229K	Hold	2,000	–	–	0.12%	70
2015 Q4	$223K	Buy	+2,000	New	+$216K	0.11%	38

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avidian Wealth Enterprises's EFX Position: Q2 2019 in Review

Avidian Wealth Enterprises sold out of Equifax (EFX) in Q2 2019, closing a stake of 2,000 shares — an estimated $237K sold.

Avidian Wealth Enterprises first reported a position in EFX in Q4 2015 and held it in 12 quarters. The position peaked at $550K in Q2 2017. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

Avidian Wealth Enterprises reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,000 Equifax shares in Q2 2019, an estimated $237K.
Avidian Wealth Enterprises first reported a position in Equifax in Q4 2015 and held it in 12 quarters.
Avidian Wealth Enterprises's Equifax position peaked at $550K in Q2 2017.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2019, filed 14 Aug 2019.