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Ruedi Wealth Management’s Equifax EFX Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-4
Closed -$970 – 394
2024
Q2 		$970 Buy
+4
New +$954 ﹤0.01% 370
2023
Q3 		– Sell
-69
Closed -$16.2K – 228
2023
Q2 		$16.2K Hold
69
– – 0.01% 115
2023
Q1 		$14K Hold
69
– – 0.01% 136
2022
Q4 		$13.4K Buy
+69
New +$12.6K 0.01% 125

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ruedi Wealth Management's EFX Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Equifax (EFX) in Q3 2024, closing a stake of 4 shares — an estimated $970 sold.

Ruedi Wealth Management first reported a position in EFX in Q4 2022 and held it in 4 quarters. The position peaked at $16.2K in Q2 2023. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 4 Equifax shares in Q3 2024, an estimated $970.
  • Ruedi Wealth Management first reported a position in Equifax in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's Equifax position peaked at $16.2K in Q2 2023.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.