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Patriot Financial Group Insurance Agency’s Equifax EFX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-25
Closed -$7K – 2094
2021
Q4 		$7K Hold
25
– – ﹤0.01% 1601
2021
Q3 		$6K Hold
25
– – ﹤0.01% 1637
2021
Q2 		$6K Hold
25
– – ﹤0.01% 1585
2021
Q1 		$5K Buy
+25
New +$4.42K ﹤0.01% 1546
2017
Q3 		– Sell
-21
Closed -$3K – 915
2017
Q2 		$3K Hold
21
– – ﹤0.01% 760
2017
Q1 		$3K Hold
21
– – ﹤0.01% 696
2016
Q4 		$2K Buy
+21
New +$2.57K ﹤0.01% 688

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EFX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Equifax (EFX) in Q1 2022, closing a stake of 25 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in EFX in Q4 2016 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Equifax shares in Q1 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Equifax in Q4 2016 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Equifax position peaked at $7K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.