San Luis Wealth Advisors’s Equifax EFX Stock Holding History

San Luis 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
2022 Q2	–	Sell	-204	Closed	-$60K	–	178
2022 Q1	$60K	Buy	+204	New	+$48.1K	0.03%	224

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

San Luis Wealth Advisors's EFX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Equifax (EFX) in Q2 2022, closing a stake of 204 shares — an estimated $60K sold.

San Luis Wealth Advisors first reported a position in EFX in Q1 2022 and held it in 1 quarter. The position peaked at $60K in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

San Luis Wealth Advisors reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 204 Equifax shares in Q2 2022, an estimated $60K.
San Luis Wealth Advisors first reported a position in Equifax in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Equifax position peaked at $60K in Q1 2022.
632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.