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Paces Ferry Wealth Advisors’s Equifax EFX Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-17
Closed -$3K – 417
2020
Q3 		$3K Buy
+17
New +$2.79K ﹤0.01% 588

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Paces Ferry Wealth Advisors's EFX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Equifax (EFX) in Q4 2020, closing a stake of 17 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in EFX in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 592 funds tracked by Wall St. Rank hold EFX as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Equifax position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 17 Equifax shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Equifax in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Equifax position peaked at $3K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Equifax as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.