Heritage Wealth Management (Arizona)’s Equifax EFX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$399K	Sell	1,648 -232	-12%	-$55.3K	0.22%	94
2024 Q1	$503K	Sell	1,880 -55	-3%	-$14K	0.26%	84
2023 Q4	$479K	Buy	+1,935	New	+$392K	0.26%	82
2022 Q4	$998K	Buy	5,134 +2,921	+132%	+$534K	0.14%	113
2022 Q3	$379K	Buy	2,213 +90	+4%	+$17.6K	0.12%	122
2022 Q2	$388K	Buy	2,123 +271	+15%	+$54.2K	0.13%	121
2022 Q1	$439K	Buy	+1,852	New	+$436K	0.12%	135
2021 Q3	$228K	Buy	900 +106	+13%	+$27.6K	0.08%	195
2021 Q2	$190K	Buy	794 +234	+42%	+$52.3K	0.07%	233
2021 Q1	$101K	Buy	+560	New	+$98.9K	0.06%	249

Other funds holding EFX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EFX Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Equifax (EFX) stake by 12% in Q2 2024, selling an estimated $55.3K and leaving 1,648 shares worth $399K. The position accounts for 0.22% of the portfolio, ranked #94.

Heritage Wealth Management (Arizona) first reported a position in EFX in Q1 2021 and has held it in 10 quarters since. The position peaked at $998K in Q4 2022. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,648 shares of Equifax worth $399K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 232 Equifax shares in Q2 2024, an estimated $55.3K.
Equifax made up 0.22% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #94 holding.
Heritage Wealth Management (Arizona) first reported a position in Equifax in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Equifax position peaked at $998K in Q4 2022.
758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.