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Cetera Advisors’s Equifax EFX Stock Holding History

Cetera 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
2024
Q1 		$607K Buy
2,269
+976
+75% +$248K ﹤0.01% 1480
2023
Q4 		$320K Buy
+1,293
New +$262K ﹤0.01% 1384

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's EFX Position: Q1 2024 in Review

Cetera Advisors increased its Equifax (EFX) stake by 75% in Q1 2024, buying an estimated $248K and bringing the position to 2,269 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Cetera Advisors first reported a position in EFX in Q4 2023 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Cetera Advisors held 2,269 shares of Equifax worth $607K as of Q1 2024.
  • Cetera Advisors bought 976 Equifax shares in Q1 2024, an estimated $248K.
  • Equifax made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1480 holding.
  • Cetera Advisors first reported a position in Equifax in Q4 2023 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

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