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Abound Wealth Management’s Factset FDS Stock Holding History

Abound Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$3.27K – 1313
2024
Q2 		$3.27K Sell
8
-1
-11% -$425 ﹤0.01% 579
2024
Q1 		$4.09K Hold
9
– – ﹤0.01% 568
2023
Q4 		$4.3K Hold
9
– – ﹤0.01% 547
2023
Q3 		$3.94K Hold
9
– – ﹤0.01% 512
2023
Q2 		$3.61K Buy
9
+1
+13% +$403 ﹤0.01% 556
2023
Q1 		$3.32K Buy
8
+3
+60% +$1.25K ﹤0.01% 504
2022
Q4 		$2.01K Hold
5
– – ﹤0.01% 538
2022
Q3 		$2K Buy
+5
New +$2.12K ﹤0.01% 484

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's FDS Position: Q3 2024 in Review

Abound Wealth Management sold out of Factset (FDS) in Q3 2024, closing a stake of 8 shares — an estimated $3.27K sold.

Abound Wealth Management first reported a position in FDS in Q3 2022 and held it in 8 quarters. The position peaked at $4.3K in Q4 2023. 829 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • Abound Wealth Management reported no remaining Factset position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 8 Factset shares in Q3 2024, an estimated $3.27K.
  • Abound Wealth Management first reported a position in Factset in Q3 2022 and held it in 8 quarters.
  • Abound Wealth Management's Factset position peaked at $4.3K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Factset as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.