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IAG Wealth Partners’s Equifax EFX Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-15
Closed -$3K – 454
2022
Q3 		$3K Hold
15
– – ﹤0.01% 379
2022
Q2 		$3K Hold
15
– – ﹤0.01% 367
2022
Q1 		$4K Buy
+15
New +$3.54K ﹤0.01% 366

Other funds holding EFX

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IAG Wealth Partners's EFX Position: Q4 2022 in Review

IAG Wealth Partners sold out of Equifax (EFX) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in EFX in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • IAG Wealth Partners reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 15 Equifax shares in Q4 2022, an estimated $3K.
  • IAG Wealth Partners first reported a position in Equifax in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Equifax position peaked at $4K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.