Icon Wealth Partners’s Equifax EFX Stock Holding History

Icon 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
2019 Q2	–	Sell	-7	Closed	-$1K	–	328
2019 Q1	$1K	Buy	+7	New	+$747	﹤0.01%	858

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Partners's EFX Position: Q2 2019 in Review

Icon Wealth Partners sold out of Equifax (EFX) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in EFX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

Icon Wealth Partners reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 7 Equifax shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in Equifax in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Equifax position peaked at $1K in Q1 2019.
507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.