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Realta Investment Advisors’s Equifax EFX Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-50
Closed -$7K – 593
2019
Q4 		$7K Hold
50
– – ﹤0.01% 1235
2019
Q3 		$7K Hold
50
– – ﹤0.01% 1213
2019
Q2 		$7K Buy
+50
New +$6.27K ﹤0.01% 1245

Other funds holding EFX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Realta Investment Advisors's EFX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Equifax (EFX) in Q1 2020, closing a stake of 50 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in EFX in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 501 funds tracked by Wall St. Rank hold EFX as of Q1 2020.

  • Realta Investment Advisors reported no remaining Equifax position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 50 Equifax shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Equifax in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Equifax position peaked at $7K in Q4 2019.
  • 501 funds tracked by Wall St. Rank held Equifax as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.