EWM
EFX icon

Evermay Wealth Management’s Equifax EFX Stock Holding History

Evermay 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
Q1 		– Sell
-1
Closed -$248 – 645
2023
Q4 		$248 Buy
+1
New +$203 ﹤0.01% 660

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Evermay Wealth Management's EFX Position: Q1 2024 in Review

Evermay Wealth Management sold out of Equifax (EFX) in Q1 2024, closing a stake of 1 share — an estimated $248 sold.

Evermay Wealth Management first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $248 in Q4 2023. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Evermay Wealth Management reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Equifax share in Q1 2024, an estimated $248.
  • Evermay Wealth Management first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Equifax position peaked at $248 in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.