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	–	–	1437
2018 Q4	$0	Buy	+4	New	+$426	﹤0.01%	1488

Other funds holding EFX

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

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

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

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

TCI Wealth Advisors's EFX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Equifax (EFX) in Q2 2023, closing a stake of 15 shares — an estimated $3.04K sold.

TCI Wealth Advisors first reported a position in EFX in Q4 2018 and held it in 15 quarters. The position peaked at $12K in Q4 2021. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

TCI Wealth Advisors reported no remaining Equifax position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 15 Equifax shares in Q2 2023, an estimated $3.04K.
TCI Wealth Advisors first reported a position in Equifax in Q4 2018 and held it in 15 quarters.
TCI Wealth Advisors's Equifax position peaked at $12K in Q4 2021.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.