Confluence Wealth Services’s Equifax EFX Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-5	Closed	-$1K	–	481
2021 Q4	$1K	Buy	+5	New	+$1.39K	﹤0.01%	1180

Other funds holding EFX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Confluence Wealth Services's EFX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Equifax (EFX) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in EFX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

Confluence Wealth Services reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 5 Equifax shares in Q1 2022, an estimated $1K.
Confluence Wealth Services first reported a position in Equifax in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Equifax position peaked at $1K in Q4 2021.
698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.