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Wetzel Investment Advisors’s Equifax EFX Stock Holding History

Wetzel 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
2024
Q2 		– Sell
-110
Closed -$23.9K – 963
2024
Q1 		$23.9K Buy
110
+10
+10% +$2.54K 0.01% 348
2023
Q4 		$25K Buy
+100
New +$20.3K 0.02% 339

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's EFX Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Equifax (EFX) in Q2 2024, closing a stake of 110 shares — an estimated $23.9K sold.

Wetzel Investment Advisors first reported a position in EFX in Q4 2023 and held it in 2 quarters. The position peaked at $25K in Q4 2023. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 110 Equifax shares in Q2 2024, an estimated $23.9K.
  • Wetzel Investment Advisors first reported a position in Equifax in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Equifax position peaked at $25K in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.