Advus Financial Partners, LLC’s Equifax EFX Stock Holding History

Advus Financial Partners, LLC’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 Q3	–	Sell	-850	Closed	-$206K	–	222
2024 Q2	$206K	Sell	850 -6	-0.7%	-$1.43K	0.06%	202
2024 Q1	$229K	Sell	856 -13	-1%	-$3.31K	0.07%	180
2023 Q4	$215K	Buy	+869	New	+$176K	0.07%	170
2023 Q3	–	Sell	-872	Closed	-$205K	–	155
2023 Q2	$205K	Buy	+872	New	+$184K	0.08%	156
2022 Q4	–	Sell	-2,971	Closed	-$509K	–	148
2022 Q3	$509K	Hold	2,971	–	–	0.27%	57
2022 Q2	$543K	Hold	2,971	–	–	0.29%	52
2022 Q1	$704K	Buy	+2,971	New	+$700K	0.36%	45
2021 Q3	$868K	Buy	+2,966	New	+$771K	0.48%	29

Other funds holding EFX

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advus Financial Partners, LLC's EFX Position: Q3 2024 in Review

Advus Financial Partners, LLC sold out of Equifax (EFX) in Q3 2024, closing a stake of 850 shares — an estimated $206K sold.

Advus Financial Partners, LLC first reported a position in EFX in Q3 2021 and held it in 8 quarters. The position peaked at $868K in Q3 2021. 836 funds tracked by Wall St. Rank hold EFX as of Q3 2024.

Advus Financial Partners, LLC reported no remaining Equifax position as of Q3 2024 after selling out during the quarter.
Advus Financial Partners, LLC sold 850 Equifax shares in Q3 2024, an estimated $206K.
Advus Financial Partners, LLC first reported a position in Equifax in Q3 2021 and held it in 8 quarters.
Advus Financial Partners, LLC's Equifax position peaked at $868K in Q3 2021.
836 funds tracked by Wall St. Rank held Equifax as of Q3 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2024, filed 25 Aug 2026.