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Titus Wealth Management’s Equifax EFX Stock Holding History

Titus Wealth 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
-873
Closed -$207K – 165
2022
Q1 		$207K Buy
873
+47
+6% +$11.1K 0.09% 158
2021
Q4 		$242K Buy
+826
New +$230K 0.11% 144

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

Titus Wealth Management's EFX Position: Q2 2022 in Review

Titus Wealth Management sold out of Equifax (EFX) in Q2 2022, closing a stake of 873 shares — an estimated $207K sold.

Titus Wealth Management first reported a position in EFX in Q4 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 632 funds tracked by Wall St. Rank hold EFX as of Q2 2022.

  • Titus Wealth Management reported no remaining Equifax position as of Q2 2022 after selling out during the quarter.
  • Titus Wealth Management sold 873 Equifax shares in Q2 2022, an estimated $207K.
  • Titus Wealth Management first reported a position in Equifax in Q4 2021 and held it in 2 quarters.
  • Titus Wealth Management's Equifax position peaked at $242K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Equifax as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.