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Pacific Capital Wealth Advisors’s Equifax EFX Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-2
Closed -$588 – 429
2024
Q3 		$588 Buy
+2
New +$564 ﹤0.01% 452

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Pacific Capital Wealth Advisors's EFX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Equifax (EFX) in Q4 2024, closing a stake of 2 shares — an estimated $588 sold.

Pacific Capital Wealth Advisors first reported a position in EFX in Q3 2024 and held it in 1 quarter. The position peaked at $588 in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2 Equifax shares in Q4 2024, an estimated $588.
  • Pacific Capital Wealth Advisors first reported a position in Equifax in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Equifax position peaked at $588 in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.