KWM
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Kolinsky Wealth Management’s Equifax EFX Stock Holding History

Kolinsky Wealth Management’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
Q3 		– Sell
-1,111
Closed -$203K – 123
2022
Q2 		$203K Buy
1,111
+207
+23% +$41.4K 0.24% 114
2022
Q1 		$214K Buy
+904
New +$213K 0.21% 126

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Capital International Investors
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GIM
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Morgan Stanley
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State Street
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Fidelity Investments
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return