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Liberty Wealth Management’s Equifax EFX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-113
Closed -$30K – 430
2021
Q3 		$30K Buy
113
+106
+1,514% +$27.6K 0.01% 537
2021
Q2 		$2K Buy
7
+5
+250% +$1.12K ﹤0.01% 913
2021
Q1 		$0 Hold
2
– – ﹤0.01% 958
2020
Q4 		$0 Buy
+2
New +$336 ﹤0.01% 975

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Liberty Wealth Management's EFX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Equifax (EFX) in Q4 2021, closing a stake of 113 shares — an estimated $30K sold.

Liberty Wealth Management first reported a position in EFX in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 695 funds tracked by Wall St. Rank hold EFX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Equifax position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 113 Equifax shares in Q4 2021, an estimated $30K.
  • Liberty Wealth Management first reported a position in Equifax in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Equifax position peaked at $30K in Q3 2021.
  • 695 funds tracked by Wall St. Rank held Equifax as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.