Capital Asset Advisory Services’s Equifax EFX Stock Holding History

Capital Asset Advisory Services’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	-941	Closed	-$223K	–	323
2023 Q2	$223K	Sell	941 -173	-16%	-$36.4K	0.02%	304
2023 Q1	$226K	Sell	1,114 -156	-12%	-$32.5K	0.02%	314
2022 Q4	$272K	Sell	1,270 -1,622	-56%	-$296K	0.02%	287
2022 Q3	$496K	Sell	2,892 -1,451	-33%	-$284K	0.06%	167
2022 Q2	$794K	Buy	4,343 +187	+4%	+$37.4K	0.09%	166
2022 Q1	$985K	Buy	4,156 +595	+17%	+$140K	0.1%	152
2021 Q4	$1.04M	Buy	3,561 +153	+4%	+$42.6K	0.11%	133
2021 Q3	$864K	Buy	3,408 +27	+0.8%	+$7.02K	0.1%	159
2021 Q2	$810K	Buy	3,381 +348	+11%	+$77.8K	0.09%	168
2021 Q1	$549K	Buy	3,033 +425	+16%	+$75.1K	0.08%	231
2020 Q4	$503K	Buy	2,608 +303	+13%	+$50.9K	0.09%	199
2020 Q3	$362K	Buy	2,305 +847	+58%	+$139K	0.08%	205
2020 Q2	$240K	Sell	1,458 -12	-0.8%	-$1.78K	0.05%	295
2020 Q1	$210K	Buy	+1,470	New	+$214K	0.06%	272

Other funds holding EFX

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

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return