CFFP
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Center for Financial Planning’s Equifax EFX Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-16
Closed -$3K – 578
2022
Q3 		$3K Buy
+16
New +$3.13K ﹤0.01% 470

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's EFX Position: Q4 2022 in Review

Center for Financial Planning sold out of Equifax (EFX) in Q4 2022, closing a stake of 16 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in EFX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Center for Financial Planning reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 16 Equifax shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Equifax in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Equifax position peaked at $3K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.