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Capital Directions Investment Advisors’s Equifax EFX Stock Holding History

Capital Directions Investment 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
-28
Closed -$5K – 219
2022
Q2 		$5K Hold
28
– – ﹤0.01% 227
2022
Q1 		$7K Buy
+28
New +$6.6K ﹤0.01% 241

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Directions Investment Advisors's EFX Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Equifax (EFX) in Q3 2022, closing a stake of 28 shares — an estimated $5K sold.

Capital Directions Investment Advisors first reported a position in EFX in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 28 Equifax shares in Q3 2022, an estimated $5K.
  • Capital Directions Investment Advisors first reported a position in Equifax in Q1 2022 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Equifax position peaked at $7K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.