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Atlanta Consulting Group Advisors’s Factset FDS Stock Holding History

Atlanta Consulting Group 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
2024
Q4 		– Sell
-661
Closed -$304K – 161
2024
Q3 		$304K Buy
+661
New +$281K 0.08% 176

Other funds holding FDS

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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

Atlanta Consulting Group Advisors's FDS Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of Factset (FDS) in Q4 2024, closing a stake of 661 shares — an estimated $304K sold.

Atlanta Consulting Group Advisors first reported a position in FDS in Q3 2024 and held it in 1 quarter. The position peaked at $304K in Q3 2024. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 661 Factset shares in Q4 2024, an estimated $304K.
  • Atlanta Consulting Group Advisors first reported a position in Factset in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's Factset position peaked at $304K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.