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Intercontinental Wealth Advisors’s Equifax EFX Stock Holding History

Intercontinental Wealth Advisors’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
2023
Q2 		$580K Buy
2,465
+85
+4% +$17.9K 0.14% 168
2023
Q1 		$483K Sell
2,380
-81
-3% -$16.9K 0.12% 199
2022
Q4 		$478K Sell
2,461
-6
-0.2% -$1.1K 0.14% 166
2022
Q3 		$423K Buy
2,467
+49
+2% +$9.6K 0.13% 178
2022
Q2 		$442K Sell
2,418
-31
-1% -$6.2K 0.12% 182
2022
Q1 		$581K Buy
2,449
+21
+0.9% +$4.95K 0.13% 165
2021
Q4 		$711K Buy
2,428
+1,055
+77% +$294K 0.15% 135
2021
Q3 		$348K Sell
1,373
-202
-13% -$52.5K 0.08% 212
2021
Q2 		$377K Buy
1,575
+240
+18% +$53.6K 0.07% 207
2021
Q1 		$242K Buy
1,335
+192
+17% +$33.9K 0.05% 243
2020
Q4 		$220K Buy
+1,143
New +$192K 0.05% 236

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intercontinental Wealth Advisors's EFX Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Equifax (EFX) stake by 3.6% in Q2 2023, buying an estimated $17.9K and bringing the position to 2,465 shares worth $580K. The position accounts for 0.14% of the portfolio, ranked #168.

Intercontinental Wealth Advisors first reported a position in EFX in Q4 2020 and has held it in 11 quarters since. The position peaked at $711K in Q4 2021. 686 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,465 shares of Equifax worth $580K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 85 Equifax shares in Q2 2023, an estimated $17.9K.
  • Equifax made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #168 holding.
  • Intercontinental Wealth Advisors first reported a position in Equifax in Q4 2020 and has held it in 11 quarters since.
  • Intercontinental Wealth Advisors's Equifax position peaked at $711K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.