PWP
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Personal Wealth Partners’s Equifax EFX Stock Holding History

Personal 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
2020
Q1 		– Sell
-4
Closed -$1K – 217
2019
Q4 		$1K Hold
4
– – ﹤0.01% 405
2019
Q3 		$1K Buy
+4
New +$564 ﹤0.01% 419

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

Personal Wealth Partners's EFX Position: Q1 2020 in Review

Personal Wealth Partners sold out of Equifax (EFX) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in EFX in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Personal Wealth Partners reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Equifax shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Equifax in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Equifax position peaked at $1K in Q4 2019.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.