TFO Wealth Partners’s Equifax EFX Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-16	Closed	-$3K	–	240
2022 Q2	$3K	Buy	+16	New	+$3.2K	﹤0.01%	260

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's EFX Position: Q3 2022 in Review

TFO Wealth Partners sold out of Equifax (EFX) in Q3 2022, closing a stake of 16 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in EFX in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

TFO Wealth Partners reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 16 Equifax shares in Q3 2022, an estimated $3K.
TFO Wealth Partners first reported a position in Equifax in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Equifax position peaked at $3K in Q2 2022.
625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.