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Ten Capital Wealth Advisors’s Equifax EFX Stock Holding History

Ten Capital 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
Q1 		– Sell
-30
Closed -$5.83K – 597
2022
Q4 		$5.83K Hold
30
– – ﹤0.01% 371
2022
Q3 		$5K Buy
+30
New +$5.88K ﹤0.01% 401

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
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ten Capital Wealth Advisors's EFX Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Equifax (EFX) in Q1 2023, closing a stake of 30 shares — an estimated $5.83K sold.

Ten Capital Wealth Advisors first reported a position in EFX in Q3 2022 and held it in 2 quarters. The position peaked at $5.83K in Q4 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 30 Equifax shares in Q1 2023, an estimated $5.83K.
  • Ten Capital Wealth Advisors first reported a position in Equifax in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Equifax position peaked at $5.83K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.