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Filbrandt Wealth Management’s Equifax EFX Stock Holding History

Filbrandt 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
2020
Q3 		– Sell
-50
Closed -$9K – 217
2020
Q2 		$9K Buy
+50
New +$7.41K 0.01% 234

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Fidelity Investments
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Invesco
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Filbrandt Wealth Management's EFX Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Equifax (EFX) in Q3 2020, closing a stake of 50 shares — an estimated $9K sold.

Filbrandt Wealth Management first reported a position in EFX in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 50 Equifax shares in Q3 2020, an estimated $9K.
  • Filbrandt Wealth Management first reported a position in Equifax in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Equifax position peaked at $9K in Q2 2020.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.