SOA Wealth Advisors’s Equifax EFX Stock Holding History

SOA 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 Q3	–	Sell	-4	Closed	–	–	861
2022 Q2	$0	Sell	4 -55	-93%	-$11K	﹤0.01%	860
2022 Q1	$13K	Hold	59	–	–	﹤0.01%	533
2021 Q4	$17K	Hold	59	–	–	﹤0.01%	467
2021 Q3	$14K	Sell	59 -1	-2%	-$260	﹤0.01%	517
2021 Q2	$14K	Buy	60 +19	+46%	+$4.25K	﹤0.01%	513
2021 Q1	$7K	Buy	41 +3	+8%	+$530	﹤0.01%	573
2020 Q4	$6K	Buy	+38	New	+$6.39K	﹤0.01%	578

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's EFX Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Equifax (EFX) in Q3 2022, closing a stake of 4 shares.

SOA Wealth Advisors first reported a position in EFX in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 626 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

SOA Wealth Advisors reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 4 Equifax shares in Q3 2022.
SOA Wealth Advisors first reported a position in Equifax in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's Equifax position peaked at $17K in Q4 2021.
626 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.