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Evolution Wealth Advisors’s Equifax EFX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-19
Closed -$5K – 297
2021
Q3 		$5K Hold
19
– – ﹤0.01% 505
2021
Q2 		$5K Hold
19
– – ﹤0.01% 508
2021
Q1 		$3K Hold
19
– – ﹤0.01% 593
2020
Q4 		$4K Hold
19
– – ﹤0.01% 474
2020
Q3 		$3K Hold
19
– – ﹤0.01% 495
2020
Q2 		$3K Buy
+19
New +$2.81K ﹤0.01% 430
2020
Q1 		– Sell
-20
Closed -$3K – 405
2019
Q4 		$3K Buy
20
+1
+5% +$139 ﹤0.01% 502
2019
Q3 		$3K Hold
19
– – ﹤0.01% 357
2019
Q2 		$3K Buy
+19
New +$2.38K ﹤0.01% 338

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evolution Wealth Advisors's EFX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Equifax (EFX) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in EFX in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 19 Equifax shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Equifax in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Equifax position peaked at $5K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.