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Okabena Investment Services’s Equifax EFX Stock Holding History

Okabena Investment Services’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 		– Sell
-425
Closed -$73K – 226
2022
Q3 		$73K Buy
+425
New +$83.3K 0.04% 131

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GIM
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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Okabena Investment Services's EFX Position: Q4 2022 in Review

Okabena Investment Services sold out of Equifax (EFX) in Q4 2022, closing a stake of 425 shares — an estimated $73K sold.

Okabena Investment Services first reported a position in EFX in Q3 2022 and held it in 1 quarter. The position peaked at $73K in Q3 2022. 635 funds tracked by Wall St. Rank hold EFX as of Q4 2022.

  • Okabena Investment Services reported no remaining Equifax position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 425 Equifax shares in Q4 2022, an estimated $73K.
  • Okabena Investment Services first reported a position in Equifax in Q3 2022 and held it in 1 quarter.
  • Okabena Investment Services's Equifax position peaked at $73K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held Equifax as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.