WP
EFX icon

WealthShield Partners’s Equifax EFX Stock Holding History

WealthShield 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
Q3 		– Sell
-470
Closed -$113K – 365
2021
Q2 		$113K Hold
470
– – 0.02% 345
2021
Q1 		$85K Buy
+470
New +$83K 0.02% 364

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WealthShield Partners's EFX Position: Q3 2021 in Review

WealthShield Partners sold out of Equifax (EFX) in Q3 2021, closing a stake of 470 shares — an estimated $113K sold.

WealthShield Partners first reported a position in EFX in Q1 2021 and held it in 2 quarters. The position peaked at $113K in Q2 2021. 658 funds tracked by Wall St. Rank hold EFX as of Q3 2021.

  • WealthShield Partners reported no remaining Equifax position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 470 Equifax shares in Q3 2021, an estimated $113K.
  • WealthShield Partners first reported a position in Equifax in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Equifax position peaked at $113K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Equifax as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.