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TCI Wealth Advisors’s Equifax EFX Stock Holding History

TCI 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
Q2 		– Sell
-15
Closed -$3.04K – 802
2023
Q1 		$3.04K Hold
15
– – ﹤0.01% 1846
2022
Q4 		$2.92K Buy
15
+8
+114% +$1.46K ﹤0.01% 1874
2022
Q3 		$1K Buy
7
+3
+75% +$588 ﹤0.01% 2076
2022
Q2 		$1K Sell
4
-27
-87% -$5.4K ﹤0.01% 2122
2022
Q1 		$7K Sell
31
-11
-26% -$2.59K ﹤0.01% 1311
2021
Q4 		$12K Buy
42
+6
+17% +$1.67K ﹤0.01% 1026
2021
Q3 		$9K Buy
36
+9
+33% +$2.34K ﹤0.01% 1155
2021
Q2 		$6K Hold
27
– – ﹤0.01% 1302
2021
Q1 		$5K Buy
27
+23
+575% +$4.06K ﹤0.01% 1245
2020
Q4 		$1K Sell
4
-4
-50% -$672 ﹤0.01% 1362
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1306
2020
Q2 		$1K Buy
8
+4
+100% +$593 ﹤0.01% 1238
2020
Q1 		$0 Sell
4
-11
-73% -$1.6K ﹤0.01% 1541
2019
Q4 		$2K Buy
+15
New +$2.08K ﹤0.01% 1129
2019
Q1 		– Sell
-4
Closed – – 1438
2018
Q4 		$0 Buy
+4
New +$426 ﹤0.01% 1490

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 $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return