FP
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Fiduciary Planning’s Equifax EFX Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-23
Closed -$4K – 120
2021
Q1 		$4K Hold
23
– – 0.01% 201
2020
Q4 		$4K Hold
23
– – 0.01% 184
2020
Q3 		$4K Buy
+23
New +$3.77K 0.01% 147

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Planning's EFX Position: Q2 2021 in Review

Fiduciary Planning sold out of Equifax (EFX) in Q2 2021, closing a stake of 23 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in EFX in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 629 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

  • Fiduciary Planning reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 23 Equifax shares in Q2 2021, an estimated $4K.
  • Fiduciary Planning first reported a position in Equifax in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Equifax position peaked at $4K in Q1 2021.
  • 629 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.