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VisionPoint Advisory Group’s Equifax EFX Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-17
Closed -$4.12K – 392
2024
Q2 		$4.12K Hold
17
– – ﹤0.01% 579
2024
Q1 		$4.55K Hold
17
– – ﹤0.01% 555
2023
Q4 		$4.2K Buy
+17
New +$3.45K ﹤0.01% 511

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VisionPoint Advisory Group's EFX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Equifax (EFX) in Q3 2024, closing a stake of 17 shares — an estimated $4.12K sold.

VisionPoint Advisory Group first reported a position in EFX in Q4 2023 and held it in 3 quarters. The position peaked at $4.55K in Q1 2024. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 17 Equifax shares in Q3 2024, an estimated $4.12K.
  • VisionPoint Advisory Group first reported a position in Equifax in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Equifax position peaked at $4.55K in Q1 2024.
  • 836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.