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Artemis Wealth Advisors’s Factset FDS Stock Holding History

Artemis Wealth Advisors’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
2021
Q4 		– Sell
-110
Closed -$43.6K – 79
2021
Q3 		$43.6K Buy
110
+39
+55% +$14.2K 0.01% 51
2021
Q2 		$23.9K Buy
+71
New +$23.2K ﹤0.01% 59

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artemis Wealth Advisors's FDS Position: Q4 2021 in Review

Artemis Wealth Advisors sold out of Factset (FDS) in Q4 2021, closing a stake of 110 shares — an estimated $43.6K sold.

Artemis Wealth Advisors first reported a position in FDS in Q2 2021 and held it in 2 quarters. The position peaked at $43.6K in Q3 2021. 694 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

  • Artemis Wealth Advisors reported no remaining Factset position as of Q4 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 110 Factset shares in Q4 2021, an estimated $43.6K.
  • Artemis Wealth Advisors first reported a position in Factset in Q2 2021 and held it in 2 quarters.
  • Artemis Wealth Advisors's Factset position peaked at $43.6K in Q3 2021.
  • 694 funds tracked by Wall St. Rank held Factset as of Q4 2021.

Based on Artemis Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2023.