Wealthstreet Investment Advisors’s Equifax EFX Stock Holding History

Wealthstreet Investment Advisors’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	-1,900	Closed	-$344K	–	158
2021 Q1	$344K	Hold	1,900	–	–	0.03%	299
2020 Q4	$366K	Hold	1,900	–	–	0.04%	275
2020 Q3	$298K	Hold	1,900	–	–	0.03%	278
2020 Q2	$327K	Hold	1,900	–	–	0.04%	259
2020 Q1	$227K	Hold	1,900	–	–	0.03%	272
2019 Q4	$266K	Hold	1,900	–	–	0.03%	302
2019 Q3	$258K	Hold	1,900	–	–	0.03%	298
2019 Q2	$257K	Hold	1,900	–	–	0.03%	301
2019 Q1	$225K	Buy	+1,900	New	+$203K	0.03%	311
2018 Q4	–	Sell	-3,050	Closed	-$398K	–	333
2018 Q3	$398K	Hold	3,050	–	–	0.05%	260
2018 Q2	$382K	Buy	3,050 +300	+11%	+$35.6K	0.05%	261
2018 Q1	$324K	Sell	2,750 -250	-8%	-$30K	0.04%	275
2017 Q4	$354K	Buy	+3,000	New	+$337K	0.04%	268

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's EFX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Equifax (EFX) in Q2 2021, closing a stake of 1,900 shares — an estimated $344K sold.

Wealthstreet Investment Advisors first reported a position in EFX in Q4 2017 and held it in 13 quarters. The position peaked at $398K in Q3 2018. 631 funds tracked by Wall St. Rank hold EFX as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Equifax position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 1,900 Equifax shares in Q2 2021, an estimated $344K.
Wealthstreet Investment Advisors first reported a position in Equifax in Q4 2017 and held it in 13 quarters.
Wealthstreet Investment Advisors's Equifax position peaked at $398K in Q3 2018.
631 funds tracked by Wall St. Rank held Equifax as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.