Wealthcare Advisory Partners’s Equifax EFX Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-80	Closed	-$15K	–	896
2021 Q1	$15K	Buy	+80	New	+$14.1K	﹤0.01%	1310
2020 Q2	–	Sell	-31	Closed	-$4K	–	597
2020 Q1	$4K	Buy	+31	New	+$4.51K	﹤0.01%	1149
2018 Q1	–	Sell	-1	Closed	–	–	1116
2017 Q4	$0	Buy	+1	New	+$112	﹤0.01%	1103

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's EFX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Equifax (EFX) in Q2 2021, closing a stake of 80 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in EFX in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 629 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 80 Equifax shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in Equifax in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's Equifax position peaked at $15K in Q1 2021.
629 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.