PWM
EFX icon

PRW Wealth Management’s Equifax EFX Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-10
Closed -$1K – 241
2019
Q1 		$1K Hold
10
– – ﹤0.01% 582
2018
Q4 		$1K Buy
+10
New +$1.06K ﹤0.01% 581

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 $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PRW Wealth Management's EFX Position: Q2 2019 in Review

PRW Wealth Management sold out of Equifax (EFX) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in EFX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 507 funds tracked by Wall St. Rank hold EFX as of Q2 2019.

  • PRW Wealth Management reported no remaining Equifax position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 10 Equifax shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Equifax in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Equifax position peaked at $1K in Q1 2019.
  • 507 funds tracked by Wall St. Rank held Equifax as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.