AWM
EFX icon

Avior Wealth Management’s Equifax EFX Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-13
Closed -$3.31K – 1193
2024
Q4 		$3.31K Buy
13
+8
+160% +$2.14K ﹤0.01% 1995
2024
Q3 		$1.47K Buy
5
+1
+25% +$282 ﹤0.01% 2028
2024
Q2 		$969 Sell
4
-276
-99% -$65.8K ﹤0.01% 2031
2024
Q1 		$74.9K Buy
280
+278
+13,900% +$70.7K ﹤0.01% 1075
2023
Q4 		$494 Hold
2
– – ﹤0.01% 1424
2023
Q3 		$366 Hold
2
– – ﹤0.01% 1515
2023
Q2 		$470 Hold
2
– – ﹤0.01% 1465
2023
Q1 		$405 Buy
+2
New +$416 ﹤0.01% 1532
2020
Q4 		– Sell
-3
Closed – – 1000
2020
Q3 		$0 Hold
3
– – ﹤0.01% 949
2020
Q2 		$0 Hold
3
– – ﹤0.01% 919
2020
Q1 		$0 Buy
+3
New +$436 ﹤0.01% 807
2018
Q4 		– Sell
-253
Closed -$33K – 721
2018
Q3 		$33K Sell
253
-149
-37% -$19.4K 0.01% 511
2018
Q2 		$50K Sell
402
-74
-16% -$8.77K 0.01% 487
2018
Q1 		$56K Sell
476
-275
-37% -$33K 0.01% 478
2017
Q4 		$89K Sell
751
-249
-25% -$28K 0.02% 450
2017
Q3 		$106K Buy
+1,000
New +$132K 0.03% 170

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Avior Wealth Management's EFX Position: Q1 2025 in Review

Avior Wealth Management sold out of Equifax (EFX) in Q1 2025, closing a stake of 13 shares — an estimated $3.31K sold.

Avior Wealth Management first reported a position in EFX in Q3 2017 and held it in 16 quarters. The position peaked at $106K in Q3 2017. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Avior Wealth Management reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 13 Equifax shares in Q1 2025, an estimated $3.31K.
  • Avior Wealth Management first reported a position in Equifax in Q3 2017 and held it in 16 quarters.
  • Avior Wealth Management's Equifax position peaked at $106K in Q3 2017.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.