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Western Pacific Wealth Management’s Equifax EFX Stock Holding History

Western Pacific Wealth Management’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
2023
Q1 		– Sell
-168
Closed -$32.7K – 305
2022
Q4 		$32.7K Sell
168
-28
-14% -$5.12K 0.03% 155
2022
Q3 		$33K Buy
196
+189
+2,700% +$37K 0.03% 137
2022
Q2 		$1K Sell
7
-1
-13% -$200 ﹤0.01% 183
2022
Q1 		$1K Buy
8
+1
+14% +$236 ﹤0.01% 206
2021
Q4 		$2K Buy
+7
New +$1.95K ﹤0.01% 203

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Western Pacific Wealth Management's EFX Position: Q1 2023 in Review

Western Pacific Wealth Management sold out of Equifax (EFX) in Q1 2023, closing a stake of 168 shares — an estimated $32.7K sold.

Western Pacific Wealth Management first reported a position in EFX in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q3 2022. 664 funds tracked by Wall St. Rank hold EFX as of Q1 2023.

  • Western Pacific Wealth Management reported no remaining Equifax position as of Q1 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 168 Equifax shares in Q1 2023, an estimated $32.7K.
  • Western Pacific Wealth Management first reported a position in Equifax in Q4 2021 and held it in 5 quarters.
  • Western Pacific Wealth Management's Equifax position peaked at $33K in Q3 2022.
  • 664 funds tracked by Wall St. Rank held Equifax as of Q1 2023.

Based on Western Pacific Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.