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Trellis Wealth Advisors’s Equifax EFX Stock Holding History

Trellis 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
Q4 		– Sell
-2,000
Closed -$366K – 36
2023
Q3 		$366K Buy
+2,000
New +$408K 0.23% 25

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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GIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Trellis Wealth Advisors's EFX Position: Q4 2023 in Review

Trellis Wealth Advisors sold out of Equifax (EFX) in Q4 2023, closing a stake of 2,000 shares — an estimated $366K sold.

Trellis Wealth Advisors first reported a position in EFX in Q3 2023 and held it in 1 quarter. The position peaked at $366K in Q3 2023. 725 funds tracked by Wall St. Rank hold EFX as of Q4 2023.

  • Trellis Wealth Advisors reported no remaining Equifax position as of Q4 2023 after selling out during the quarter.
  • Trellis Wealth Advisors sold 2,000 Equifax shares in Q4 2023, an estimated $366K.
  • Trellis Wealth Advisors first reported a position in Equifax in Q3 2023 and held it in 1 quarter.
  • Trellis Wealth Advisors's Equifax position peaked at $366K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Equifax as of Q4 2023.

Based on Trellis Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.