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Ropes Wealth Advisors’s Equifax EFX Stock Holding History

Ropes Wealth 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
Q3 		– Sell
-32
Closed -$6K – 621
2020
Q2 		$6K Buy
+32
New +$4.74K ﹤0.01% 478
2019
Q1 		– Sell
-754
Closed -$70K – 517
2018
Q4 		$70K Buy
+754
New +$80.3K 0.02% 282

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Ropes Wealth Advisors's EFX Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Equifax (EFX) in Q3 2020, closing a stake of 32 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in EFX in Q4 2018 and held it in 2 quarters. The position peaked at $70K in Q4 2018. 554 funds tracked by Wall St. Rank hold EFX as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining Equifax position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 32 Equifax shares in Q3 2020, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Equifax in Q4 2018 and held it in 2 quarters.
  • Ropes Wealth Advisors's Equifax position peaked at $70K in Q4 2018.
  • 554 funds tracked by Wall St. Rank held Equifax as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.