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EFX icon

TCWP’s Equifax EFX Stock Holding History

TCWP’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
Q2 		– Sell
-174
Closed -$41K – 696
2022
Q1 		$41K Buy
+174
New +$41K 0.01% 521

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCWP's EFX Position: Q2 2022 in Review

TCWP sold out of Equifax (EFX) in Q2 2022, closing a stake of 174 shares — an estimated $41K sold.

TCWP first reported a position in EFX in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • TCWP reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 174 Equifax shares in Q2 2022, an estimated $41K.
  • TCWP first reported a position in Equifax in Q1 2022 and held it in 1 quarter.
  • TCWP's Equifax position peaked at $41K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.