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Colonial Trust Advisors’s Equifax EFX Stock Holding History

Colonial Trust 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
Q2 		– Sell
-95
Closed -$25.4K – 842
2024
Q1 		$25.4K Buy
95
+92
+3,067% +$23.4K ﹤0.01% 432
2023
Q4 		$742 Buy
3
+2
+200% +$406 ﹤0.01% 794
2023
Q3 		$183 Hold
1
– – ﹤0.01% 875
2023
Q2 		$235 Hold
1
– – ﹤0.01% 869
2023
Q1 		$203 Hold
1
– – ﹤0.01% 864
2022
Q4 		$194 Buy
+1
New +$183 ﹤0.01% 870

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Colonial Trust Advisors's EFX Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Equifax (EFX) in Q2 2024, closing a stake of 95 shares — an estimated $25.4K sold.

Colonial Trust Advisors first reported a position in EFX in Q4 2022 and held it in 6 quarters. The position peaked at $25.4K in Q1 2024. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 95 Equifax shares in Q2 2024, an estimated $25.4K.
  • Colonial Trust Advisors first reported a position in Equifax in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Equifax position peaked at $25.4K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.