SWA
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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% 861
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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return