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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

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kolinsky Wealth Management's EFX Position: Q3 2022 in Review

Kolinsky Wealth Management sold out of Equifax (EFX) in Q3 2022, closing a stake of 1,111 shares — an estimated $203K sold.

Kolinsky Wealth Management first reported a position in EFX in Q1 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2022. 627 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Kolinsky Wealth Management reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,111 Equifax shares in Q3 2022, an estimated $203K.
  • Kolinsky Wealth Management first reported a position in Equifax in Q1 2022 and held it in 2 quarters.
  • Kolinsky Wealth Management's Equifax position peaked at $214K in Q1 2022.
  • 627 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Kolinsky Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.