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Impact Partnership Wealth’s Equifax EFX Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-31
Closed -$7.89K – 695
2023
Q4 		$7.68K Sell
31
-209
-87% -$42.4K ﹤0.01% 526
2023
Q3 		$44K Buy
+240
New +$49K 0.01% 411

Other funds holding EFX

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impact Partnership Wealth's EFX Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Equifax (EFX) in Q1 2024, closing a stake of 31 shares — an estimated $7.89K sold.

Impact Partnership Wealth first reported a position in EFX in Q3 2023 and held it in 2 quarters. The position peaked at $44K in Q3 2023. 768 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 31 Equifax shares in Q1 2024, an estimated $7.89K.
  • Impact Partnership Wealth first reported a position in Equifax in Q3 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Equifax position peaked at $44K in Q3 2023.
  • 768 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.