Meridian Wealth Partners’s Equifax EFX Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-13	Closed	-$2K	–	432
2021 Q1	$2K	Buy	+13	New	+$2.3K	﹤0.01%	971

Other funds holding EFX

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

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

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

Meridian Wealth Partners's EFX Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Equifax (EFX) in Q2 2021, closing a stake of 13 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in EFX in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 629 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

Meridian Wealth Partners reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 13 Equifax shares in Q2 2021, an estimated $2K.
Meridian Wealth Partners first reported a position in Equifax in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Equifax position peaked at $2K in Q1 2021.
629 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.