DWA
EFX icon

Delos Wealth Advisors’s Equifax EFX Stock Holding History

Delos Wealth 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 		– Sell
-2
Closed -$495 – 381
2023
Q4 		$495 Hold
2
– – ﹤0.01% 259
2023
Q3 		$414 Hold
2
– – ﹤0.01% 308
2023
Q2 		$471 Hold
2
– – ﹤0.01% 295
2023
Q1 		$406 Hold
2
– – ﹤0.01% 321
2022
Q4 		$389 Hold
2
– – ﹤0.01% 328
2022
Q3 		$0 Buy
+2
New +$392 ﹤0.01% 306

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 $3.37T AUM 44.26% 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

Delos Wealth Advisors's EFX Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Equifax (EFX) in Q1 2024, closing a stake of 2 shares — an estimated $495 sold.

Delos Wealth Advisors first reported a position in EFX in Q3 2022 and held it in 6 quarters. The position peaked at $495 in Q4 2023. 769 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2 Equifax shares in Q1 2024, an estimated $495.
  • Delos Wealth Advisors first reported a position in Equifax in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Equifax position peaked at $495 in Q4 2023.
  • 769 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.