BDO Wealth Advisors’s Equifax EFX Stock Holding History

BDO Wealth Advisors’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
2022 Q3	–	Sell	-12	Closed	-$2K	–	1058
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	891
2022 Q1	$3K	Hold	12	–	–	﹤0.01%	883
2021 Q4	$4K	Hold	12	–	–	﹤0.01%	852
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	905
2021 Q2	$3K	Hold	12	–	–	﹤0.01%	940
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	980
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	761
2020 Q3	$2K	Buy	+12	New	+$1.97K	﹤0.01%	680

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's EFX Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Equifax (EFX) in Q3 2022, closing a stake of 12 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in EFX in Q3 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 627 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

BDO Wealth Advisors reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 12 Equifax shares in Q3 2022, an estimated $2K.
BDO Wealth Advisors first reported a position in Equifax in Q3 2020 and held it in 8 quarters.
BDO Wealth Advisors's Equifax position peaked at $4K in Q4 2021.
627 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.