Investmark Advisory Group’s Equifax EFX Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-213	Closed	-$62K	–	154
2021 Q4	$62K	Buy	+213	New	+$59.3K	0.06%	148

Other funds holding EFX

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

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

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

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

GIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investmark Advisory Group's EFX Position: Q1 2022 in Review

Investmark Advisory Group sold out of Equifax (EFX) in Q1 2022, closing a stake of 213 shares — an estimated $62K sold.

Investmark Advisory Group first reported a position in EFX in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

Investmark Advisory Group reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 213 Equifax shares in Q1 2022, an estimated $62K.
Investmark Advisory Group first reported a position in Equifax in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Equifax position peaked at $62K in Q4 2021.
698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.