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Fieldpoint Private Securities’s Equifax EFX Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		$7K Hold
38
– – ﹤0.01% 815
2022
Q1 		$9K Sell
38
-10
-21% -$2.36K ﹤0.01% 1102
2021
Q4 		$14K Buy
48
+15
+45% +$4.18K ﹤0.01% 978
2021
Q3 		$8K Buy
33
+16
+94% +$4.16K ﹤0.01% 1108
2021
Q2 		$4K Hold
17
– – ﹤0.01% 1255
2021
Q1 		$3K Hold
17
– – ﹤0.01% 1304
2020
Q4 		$3K Buy
+17
New +$2.86K ﹤0.01% 1232

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldpoint Private Securities's EFX Position: Q2 2022 in Review

Fieldpoint Private Securities held its Equifax (EFX) position steady in Q2 2022 at 38 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Fieldpoint Private Securities first reported a position in EFX in Q4 2020 and has held it in 7 quarters since. The position peaked at $14K in Q4 2021. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Fieldpoint Private Securities held 38 shares of Equifax worth $7K as of Q2 2022.
  • Fieldpoint Private Securities left its Equifax share count unchanged in Q2 2022.
  • Equifax made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #815 holding.
  • Fieldpoint Private Securities first reported a position in Equifax in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's Equifax position peaked at $14K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.