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Tyler-Stone Wealth Management’s Equifax EFX Stock Holding History

Tyler-Stone 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
Q1 		– Sell
-255
Closed -$75K – 865
2021
Q4 		$75K Buy
+255
New +$71K 0.04% 305

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tyler-Stone Wealth Management's EFX Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Equifax (EFX) in Q1 2022, closing a stake of 255 shares — an estimated $75K sold.

Tyler-Stone Wealth Management first reported a position in EFX in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 698 funds tracked by Wall St. Rank hold EFX as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Equifax position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 255 Equifax shares in Q1 2022, an estimated $75K.
  • Tyler-Stone Wealth Management first reported a position in Equifax in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Equifax position peaked at $75K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Equifax as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.