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SYSTM Wealth Solutions’s Equifax EFX Stock Holding History

SYSTM Wealth Solutions’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
-6,792
Closed -$1.65M – 257
2024
Q2 		$1.65M Sell
6,792
-5,539
-45% -$1.32M 0.37% 87
2024
Q1 		$3.3M Sell
12,331
-210
-2% -$53.4K 0.42% 64
2023
Q4 		$3.1M Sell
12,541
-670
-5% -$136K 0.43% 57
2023
Q3 		$2.42M Buy
13,211
+969
+8% +$198K 0.37% 64
2023
Q2 		$2.88M Buy
12,242
+1,913
+19% +$403K 0.39% 61
2023
Q1 		$2.1M Sell
10,329
-1,846
-15% -$384K 0.32% 75
2022
Q4 		$2.37M Buy
+12,175
New +$2.23M 0.29% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's EFX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Equifax (EFX) in Q3 2024, closing a stake of 6,792 shares — an estimated $1.65M sold.

SYSTM Wealth Solutions first reported a position in EFX in Q4 2022 and held it in 7 quarters. The position peaked at $3.3M in Q1 2024. 834 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,792 Equifax shares in Q3 2024, an estimated $1.65M.
  • SYSTM Wealth Solutions first reported a position in Equifax in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Equifax position peaked at $3.3M in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.