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Atlantic Edge Private Wealth Management’s Factset FDS Stock Holding History

Atlantic Edge Private 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
2026
Q1 		– Sell
-32
Closed -$9.29K – 606
2025
Q4 		$9.29K Hold
32
– – ﹤0.01% 385
2025
Q3 		$9.17K Hold
32
– – ﹤0.01% 377
2025
Q2 		$14.3K Hold
32
– – ﹤0.01% 331
2025
Q1 		$14.5K Hold
32
– – ﹤0.01% 319
2024
Q4 		$15.4K Hold
32
– – ﹤0.01% 301
2024
Q3 		$14.7K Buy
+32
New +$13.6K ﹤0.01% 299

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FDS Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management sold out of Factset (FDS) in Q1 2026, closing a stake of 32 shares — an estimated $9.29K sold.

Atlantic Edge Private Wealth Management first reported a position in FDS in Q3 2024 and held it in 6 quarters. The position peaked at $15.4K in Q4 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 32 Factset shares in Q1 2026, an estimated $9.29K.
  • Atlantic Edge Private Wealth Management first reported a position in Factset in Q3 2024 and held it in 6 quarters.
  • Atlantic Edge Private Wealth Management's Factset position peaked at $15.4K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.