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BSW Wealth Partners’s Equifax EFX Stock Holding History

BSW Wealth 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
2023
Q3 		– Sell
-1,516
Closed -$357K – 256
2023
Q2 		$357K Sell
1,516
-2
-0.1% -$421 0.07% 157
2023
Q1 		$308K Buy
1,518
+51
+3% +$10.6K 0.06% 209
2022
Q4 		$285K Buy
+1,467
New +$268K 0.06% 230
2022
Q2 		– Sell
-845
Closed -$200K – 290
2022
Q1 		$200K Buy
845
+33
+4% +$7.78K 0.05% 277
2021
Q4 		$238K Hold
812
– – 0.06% 225
2021
Q3 		$206K Buy
+812
New +$211K 0.06% 234
2021
Q2 		– Sell
-1,141
Closed -$207K – 244
2021
Q1 		$207K Hold
1,141
– – 0.06% 206
2020
Q4 		$220K Buy
+1,141
New +$192K 0.07% 167

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BSW Wealth Partners's EFX Position: Q3 2023 in Review

BSW Wealth Partners sold out of Equifax (EFX) in Q3 2023, closing a stake of 1,516 shares — an estimated $357K sold.

BSW Wealth Partners first reported a position in EFX in Q4 2020 and held it in 8 quarters. The position peaked at $357K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • BSW Wealth Partners reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 1,516 Equifax shares in Q3 2023, an estimated $357K.
  • BSW Wealth Partners first reported a position in Equifax in Q4 2020 and held it in 8 quarters.
  • BSW Wealth Partners's Equifax position peaked at $357K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.