Kore Private Wealth’s Equifax EFX Stock Holding History

Kore Private 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
2020 Q3	–	Sell	-38	Closed	-$6K	–	497
2020 Q2	$6K	Buy	+38	New	+$5.63K	﹤0.01%	873

Other funds holding EFX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kore Private Wealth's EFX Position: Q3 2020 in Review

Kore Private Wealth sold out of Equifax (EFX) in Q3 2020, closing a stake of 38 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in EFX in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

Kore Private Wealth reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 38 Equifax shares in Q3 2020, an estimated $6K.
Kore Private Wealth first reported a position in Equifax in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Equifax position peaked at $6K in Q2 2020.
554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.