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TD Ameritrade Investment Management’s Equifax EFX Stock Holding History

TD Ameritrade Investment Management’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
-41
Closed -$10K – 619
2022
Q1 		$10K Buy
41
+4
+11% +$943 ﹤0.01% 499
2021
Q4 		$11K Buy
37
+24
+185% +$6.68K ﹤0.01% 474
2021
Q3 		$2K Sell
13
-12
-48% -$3.12K ﹤0.01% 578
2021
Q2 		$6K Buy
25
+14
+127% +$3.13K ﹤0.01% 507
2021
Q1 		$2K Hold
11
– – ﹤0.01% 581
2020
Q4 		$2K Sell
11
-2
-15% -$336 ﹤0.01% 581
2020
Q3 		$2K Hold
13
– – ﹤0.01% 578
2020
Q2 		$2K Sell
13
-465
-97% -$68.9K ﹤0.01% 567
2020
Q1 		$57K Sell
478
-1
-0.2% -$145 ﹤0.01% 283
2019
Q4 		$67K Buy
479
+198
+70% +$27.4K ﹤0.01% 288
2019
Q3 		$40K Buy
281
+221
+368% +$31.1K ﹤0.01% 311
2019
Q2 		$8K Buy
+60
New +$7.52K ﹤0.01% 430

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Ameritrade Investment Management's EFX Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 41 shares — an estimated $10K sold.

TD Ameritrade Investment Management first reported a position in EFX in Q2 2019 and held it in 12 quarters. The position peaked at $67K in Q4 2019. 633 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • TD Ameritrade Investment Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 41 Equifax shares in Q2 2022, an estimated $10K.
  • TD Ameritrade Investment Management first reported a position in Equifax in Q2 2019 and held it in 12 quarters.
  • TD Ameritrade Investment Management's Equifax position peaked at $67K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.