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 Los Angeles, California $484B AUM 34.9% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Asset Advisory Services's EFX Position: Q3 2023 in Review

Capital Asset Advisory Services sold out of Equifax (EFX) in Q3 2023, closing a stake of 941 shares — an estimated $223K sold.

Capital Asset Advisory Services first reported a position in EFX in Q1 2020 and held it in 14 quarters. The position peaked at $1.04M in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

Capital Asset Advisory Services reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
Capital Asset Advisory Services sold 941 Equifax shares in Q3 2023, an estimated $223K.
Capital Asset Advisory Services first reported a position in Equifax in Q1 2020 and held it in 14 quarters.
Capital Asset Advisory Services's Equifax position peaked at $1.04M in Q4 2021.
669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Capital Asset Advisory Services's 13F filing for Q3 2023, filed 18 Oct 2023.