CreativeOne Wealth’s Equifax EFX Stock Holding History

CreativeOne Wealth’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 Q3	–	Sell	-1,063	Closed	-$257K	–	965
2024 Q2	$257K	Buy	+1,063	New	+$254K	0.01%	656

Other funds holding EFX

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CreativeOne Wealth's EFX Position: Q3 2024 in Review

CreativeOne Wealth sold out of Equifax (EFX) in Q3 2024, closing a stake of 1,063 shares — an estimated $257K sold.

CreativeOne Wealth first reported a position in EFX in Q2 2024 and held it in 1 quarter. The position peaked at $257K in Q2 2024. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

CreativeOne Wealth reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
CreativeOne Wealth sold 1,063 Equifax shares in Q3 2024, an estimated $257K.
CreativeOne Wealth first reported a position in Equifax in Q2 2024 and held it in 1 quarter.
CreativeOne Wealth's Equifax position peaked at $257K in Q2 2024.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on CreativeOne Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.