WP
EFX icon

WealthSource Partners’s Equifax EFX Stock Holding History

WealthSource 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
-2,271
Closed -$411K – 475
2021
Q1 		$411K Sell
2,271
-92
-4% -$16.3K 0.04% 277
2020
Q4 		$456K Sell
2,363
-62
-3% -$10.4K 0.05% 222
2020
Q3 		$380K Sell
2,425
-2,475
-51% -$405K 0.05% 227
2020
Q2 		$842K Buy
4,900
+150
+3% +$22.2K 0.12% 115
2020
Q1 		$567K Buy
4,750
+761
+19% +$111K 0.09% 159
2019
Q4 		$559K Buy
+3,989
New +$553K 0.07% 208

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthSource Partners's EFX Position: Q2 2021 in Review

WealthSource Partners sold out of Equifax (EFX) in Q2 2021, closing a stake of 2,271 shares — an estimated $411K sold.

WealthSource Partners first reported a position in EFX in Q4 2019 and held it in 6 quarters. The position peaked at $842K in Q2 2020. 629 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

  • WealthSource Partners reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 2,271 Equifax shares in Q2 2021, an estimated $411K.
  • WealthSource Partners first reported a position in Equifax in Q4 2019 and held it in 6 quarters.
  • WealthSource Partners's Equifax position peaked at $842K in Q2 2020.
  • 629 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.