SWA
EFX icon

Sutton Wealth Advisors’s Equifax EFX Stock Holding History

Sutton 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
2023
Q3 		$2.93K Sell
16
-16
-50% -$3.27K ﹤0.01% 664
2023
Q2 		$7.53K Sell
32
-2
-6% -$421 ﹤0.01% 506
2023
Q1 		$6.9K Hold
34
– – ﹤0.01% 483
2022
Q4 		$6.61K Sell
34
-2
-6% -$366 ﹤0.01% 1055
2022
Q3 		$6.17K Sell
36
-6
-14% -$1.18K ﹤0.01% 1029
2022
Q2 		$7.68K Buy
42
+7
+20% +$1.4K ﹤0.01% 977
2022
Q1 		$8.3K Buy
35
+4
+13% +$943 ﹤0.01% 991
2021
Q4 		$9.08K Hold
31
– – ﹤0.01% 961
2021
Q3 		$7.86K Buy
31
+1
+3% +$260 ﹤0.01% 988
2021
Q2 		$7.18K Hold
30
– – ﹤0.01% 986
2021
Q1 		$5.43K Sell
30
-6
-17% -$1.06K ﹤0.01% 1002
2020
Q4 		$6.94K Buy
36
+8
+29% +$1.34K ﹤0.01% 909
2020
Q3 		$4.39K Hold
28
– – ﹤0.01% 959
2020
Q2 		$4.81K Hold
28
– – ﹤0.01% 908
2020
Q1 		$3.35K Hold
28
– – ﹤0.01% 943
2019
Q4 		$3.92K Sell
28
-8
-22% -$1.11K ﹤0.01% 977
2019
Q3 		$5.06K Buy
36
+13
+57% +$1.83K ﹤0.01% 949
2019
Q2 		$3.11K Buy
23
+8
+53% +$1K ﹤0.01% 994
2019
Q1 		$1.78K Hold
15
– – ﹤0.01% 1062
2018
Q4 		$1.4K Sell
15
-16
-52% -$1.7K ﹤0.01% 1021
2018
Q3 		$4.05K Hold
31
– – ﹤0.01% 931
2018
Q2 		$3.88K Hold
31
– – ﹤0.01% 950
2018
Q1 		$3.65K Buy
31
+16
+107% +$1.92K ﹤0.01% 955
2017
Q4 		$1.77K Hold
15
– – ﹤0.01% 974
2017
Q3 		$1.59K Buy
15
+6
+67% +$793 ﹤0.01% 969
2017
Q2 		$1.24K Hold
9
– – ﹤0.01% 985
2017
Q1 		$1.23K Sell
9
-20
-69% -$2.54K ﹤0.01% 964
2016
Q4 		$3.43K Hold
29
– – ﹤0.01% 886
2016
Q3 		$3.9K Buy
29
+20
+222% +$2.65K ﹤0.01% 867
2016
Q2 		$1.16K Hold
9
– – ﹤0.01% 917
2016
Q1 		$1.03K Buy
+9
New +$947 ﹤0.01% 918

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's EFX Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Equifax (EFX) stake by 50% in Q3 2023, selling an estimated $3.27K and leaving 16 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Sutton Wealth Advisors first reported a position in EFX in Q1 2016 and has held it in 31 quarters since. The position peaked at $9.08K in Q4 2021. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Sutton Wealth Advisors held 16 shares of Equifax worth $2.93K as of Q3 2023.
  • Sutton Wealth Advisors sold 16 Equifax shares in Q3 2023, an estimated $3.27K.
  • Equifax made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #664 holding.
  • Sutton Wealth Advisors first reported a position in Equifax in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Equifax position peaked at $9.08K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.