TCWM
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Total Clarity Wealth Management’s Equifax EFX Stock Holding History

Total Clarity 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
Q3 		– Sell
-10
Closed -$2K – 421
2022
Q2 		$2K Buy
+10
New +$2K ﹤0.01% 919

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Clarity Wealth Management's EFX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Equifax (EFX) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in EFX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Equifax position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 10 Equifax shares in Q3 2022, an estimated $2K.
  • Total Clarity Wealth Management first reported a position in Equifax in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Equifax position peaked at $2K in Q2 2022.
  • 625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.