Atticus Wealth Management’s Factset FDS Stock Holding History

Atticus 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
2025 Q3	–	Sell	-180	Closed	-$80.5K	–	343
2025 Q2	$80.5K	Hold	180	–	–	0.02%	269
2025 Q1	$81.8K	Hold	180	–	–	0.03%	187
2024 Q4	$86.5K	Hold	180	–	–	0.03%	181
2024 Q3	$82.8K	Sell	180 -2	-1%	-$849	0.03%	189
2024 Q2	$74.3K	Hold	182	–	–	0.02%	192
2024 Q1	$82.7K	Hold	182	–	–	0.03%	189
2023 Q4	$86.8K	Hold	182	–	–	0.03%	181
2023 Q3	$79.6K	Hold	182	–	–	0.03%	196
2023 Q2	$72.9K	Hold	182	–	–	0.03%	216
2023 Q1	$75.5K	Hold	182	–	–	0.03%	201
2022 Q4	$73K	Hold	182	–	–	0.03%	210
2022 Q3	$70K	Hold	182	–	–	0.03%	200
2022 Q2	$70K	Buy	182 +100	+122%	+$39.1K	0.03%	220
2022 Q1	$36K	Sell	82 -100	-55%	-$42.2K	0.01%	274
2021 Q4	$88K	Buy	+182	New	+$81.6K	0.03%	180

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return