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WR Wealth Planners’s Equifax EFX Stock Holding History

WR Wealth Planners’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
Q4 		$3.82K Buy
15
+2
+15% +$536 ﹤0.01% 747
2024
Q3 		$3.82K Hold
13
– – ﹤0.01% 787
2024
Q2 		$3.15K Buy
13
+8
+160% +$1.91K ﹤0.01% 795
2024
Q1 		$1.34K Buy
+5
New +$1.27K ﹤0.01% 934

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's EFX Position: Q4 2024 in Review

WR Wealth Planners increased its Equifax (EFX) stake by 15% in Q4 2024, buying an estimated $536 and bringing the position to 15 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

WR Wealth Planners first reported a position in EFX in Q1 2024 and has held it in 4 quarters since. 848 funds tracked by Wall St. Rank hold EFX as of Q4 2024.

  • WR Wealth Planners held 15 shares of Equifax worth $3.82K as of Q4 2024.
  • WR Wealth Planners bought 2 Equifax shares in Q4 2024, an estimated $536.
  • Equifax made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #747 holding.
  • WR Wealth Planners first reported a position in Equifax in Q1 2024 and has held it in 4 quarters since.
  • 848 funds tracked by Wall St. Rank held Equifax as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.