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Prospera Financial Services’s Equifax EFX Stock Holding History

Prospera Financial 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
2023
Q3 		– Sell
-926
Closed -$219K – 1023
2023
Q2 		$219K Buy
+926
New +$195K 0.01% 924
2022
Q3 		– Sell
-737
Closed -$135K – 1037
2022
Q2 		$135K Sell
737
-262
-26% -$52.4K 0.01% 827
2022
Q1 		$237K Buy
+999
New +$235K 0.01% 828
2021
Q1 		– Sell
-1,534
Closed -$296K – 752
2020
Q4 		$296K Buy
1,534
+1,500
+4,412% +$252K 0.02% 542
2020
Q3 		$5K Buy
+34
New +$5.57K ﹤0.01% 1278

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prospera Financial Services's EFX Position: Q3 2023 in Review

Prospera Financial Services sold out of Equifax (EFX) in Q3 2023, closing a stake of 926 shares — an estimated $219K sold.

Prospera Financial Services first reported a position in EFX in Q3 2020 and held it in 5 quarters. The position peaked at $296K in Q4 2020. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Prospera Financial Services reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Prospera Financial Services sold 926 Equifax shares in Q3 2023, an estimated $219K.
  • Prospera Financial Services first reported a position in Equifax in Q3 2020 and held it in 5 quarters.
  • Prospera Financial Services's Equifax position peaked at $296K in Q4 2020.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.