CWM
EFX icon

Compass Wealth Management’s Equifax EFX Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-200
Closed -$48.7K – 220
2025
Q1 		$48.7K Hold
200
– – 0.01% 247
2024
Q4 		$51K Hold
200
– – 0.01% 240
2024
Q3 		$58.8K Hold
200
– – 0.01% 237
2024
Q2 		$48.5K Hold
200
– – 0.01% 248
2024
Q1 		$53.5K Sell
200
-75
-27% -$19.1K 0.01% 244
2023
Q4 		$68K Hold
275
– – 0.02% 220
2023
Q3 		$50.4K Hold
275
– – 0.02% 237
2023
Q2 		$64.7K Hold
275
– – 0.02% 221
2023
Q1 		$55.8K Hold
275
– – 0.02% 230
2022
Q4 		$53.4K Buy
+275
New +$50.3K 0.02% 225

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BlackRock
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T. Rowe Price Associates
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Harris Associates
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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