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Laurel Wealth Advisors (California)’s Equifax EFX Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$598K Sell
3,075
-293
-9% -$53.5K 0.06% 322
2022
Q3 		$577K Buy
3,368
+1,003
+42% +$196K 0.06% 314
2022
Q2 		$432K Hold
2,365
– – 0.04% 395
2022
Q1 		$561K Sell
2,365
-546
-19% -$129K 0.05% 378
2021
Q4 		$852K Buy
+2,911
New +$810K 0.07% 306

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EFX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Equifax (EFX) stake by 8.7% in Q4 2022, selling an estimated $53.5K and leaving 3,075 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #322.

Laurel Wealth Advisors (California) first reported a position in EFX in Q4 2021 and has held it in 5 quarters since. The position peaked at $852K in Q4 2021. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,075 shares of Equifax worth $598K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 293 Equifax shares in Q4 2022, an estimated $53.5K.
  • Equifax made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #322 holding.
  • Laurel Wealth Advisors (California) first reported a position in Equifax in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Equifax position peaked at $852K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.