Cetera Advisor Networks’s Equifax EFX Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$2.51M	Buy	9,397 +1,696	+22%	+$432K	0.01%	921
2023 Q4	$1.9M	Buy	7,701 +1,346	+21%	+$273K	0.01%	986
2023 Q3	$1.16M	Buy	6,355 +1,076	+20%	+$220K	0.01%	1181
2023 Q2	$1.24M	Buy	5,279 +441	+9%	+$92.8K	0.01%	1120
2023 Q1	$981K	Sell	4,838 -181	-4%	-$37.7K	0.01%	1248
2022 Q4	$975K	Buy	+5,019	New	+$917K	0.01%	1209
2022 Q1	–	Sell	-2,261	Closed	-$662K	–	2095
2021 Q4	$662K	Buy	+2,261	New	+$629K	0.01%	1100
2020 Q3	–	Sell	-623	Closed	-$107K	–	1703
2020 Q2	$107K	Buy	+623	New	+$92.3K	﹤0.01%	1466

Other funds holding EFX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Cetera Advisor Networks's EFX Position: Q1 2024 in Review

Cetera Advisor Networks increased its Equifax (EFX) stake by 22% in Q1 2024, buying an estimated $432K and bringing the position to 9,397 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #921.

Cetera Advisor Networks first reported a position in EFX in Q2 2020 and has held it in 8 quarters since. 768 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

Cetera Advisor Networks held 9,397 shares of Equifax worth $2.51M as of Q1 2024.
Cetera Advisor Networks bought 1,696 Equifax shares in Q1 2024, an estimated $432K.
Equifax made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #921 holding.
Cetera Advisor Networks first reported a position in Equifax in Q2 2020 and has held it in 8 quarters since.
768 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.