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Wealth Advisory Solutions’s Equifax EFX Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-1,170
Closed -$344K – 131
2024
Q3 		$344K Buy
+1,170
New +$330K 0.09% 97
2021
Q3 		$217K Sell
855
-1
-0.1% -$260 0.05% 162
2021
Q2 		$205K Buy
+856
New +$191K 0.05% 162

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BlackRock
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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Advisory Solutions's EFX Position: Q4 2024 in Review

Wealth Advisory Solutions sold out of Equifax (EFX) in Q4 2024, closing a stake of 1,170 shares — an estimated $344K sold.

Wealth Advisory Solutions first reported a position in EFX in Q2 2021 and held it in 3 quarters. The position peaked at $344K in Q3 2024. 849 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • Wealth Advisory Solutions reported no remaining Equifax position as of Q4 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,170 Equifax shares in Q4 2024, an estimated $344K.
  • Wealth Advisory Solutions first reported a position in Equifax in Q2 2021 and held it in 3 quarters.
  • Wealth Advisory Solutions's Equifax position peaked at $344K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on Wealth Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.