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Waypoint Wealth Counsel’s Equifax EFX Stock Holding History

Waypoint Wealth Counsel’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
Q1 		– Sell
-5,849
Closed -$1.45M – 101
2023
Q4 		$1.45M Buy
+5,849
New +$1.19M 1.23% 19

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waypoint Wealth Counsel's EFX Position: Q1 2024 in Review

Waypoint Wealth Counsel sold out of Equifax (EFX) in Q1 2024, closing a stake of 5,849 shares — an estimated $1.45M sold.

Waypoint Wealth Counsel first reported a position in EFX in Q4 2023 and held it in 1 quarter. The position peaked at $1.45M in Q4 2023. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Waypoint Wealth Counsel reported no remaining Equifax position as of Q1 2024 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 5,849 Equifax shares in Q1 2024, an estimated $1.45M.
  • Waypoint Wealth Counsel first reported a position in Equifax in Q4 2023 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Equifax position peaked at $1.45M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2024, filed 12 Apr 2024.