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Diversify Wealth Management’s Equifax EFX Stock Holding History

Diversify 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
2024
Q3 		– Sell
-740
Closed -$206K – 477
2024
Q2 		$206K Buy
+740
New +$177K 0.03% 411

Other funds holding EFX

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Diversify Wealth Management's EFX Position: Q3 2024 in Review

Diversify Wealth Management sold out of Equifax (EFX) in Q3 2024, closing a stake of 740 shares — an estimated $206K sold.

Diversify Wealth Management first reported a position in EFX in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Diversify Wealth Management reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 740 Equifax shares in Q3 2024, an estimated $206K.
  • Diversify Wealth Management first reported a position in Equifax in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Equifax position peaked at $206K in Q2 2024.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.