Wipfli Financial Advisors’s Equifax EFX Stock Holding History

Wipfli Financial 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
2022 Q3	$216K	Buy	+1,261	New	+$247K	0.02%	424

Other funds holding EFX

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's EFX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Equifax (EFX) in Q3 2022: 1,261 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings.

625 funds tracked by Wall St. Rank hold EFX as of Q3 2022.

Wipfli Financial Advisors held 1,261 shares of Equifax worth $216K as of Q3 2022.
Equifax was a new Wipfli Financial Advisors position in Q3 2022.
Equifax made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #424 holding.
625 funds tracked by Wall St. Rank held Equifax as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.