Avantax Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Avantax Advisory Services's FDS Position: Q2 2025 in Review
Avantax Advisory Services reduced its Factset (FDS) stake by 0.19% in Q2 2025, selling an estimated $876 and leaving 1,078 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.
Avantax Advisory Services first reported a position in FDS in Q3 2021 and has held it in 16 quarters since. The position peaked at $978K in Q3 2023. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.
- Avantax Advisory Services held 1,078 shares of Factset worth $482K as of Q2 2025.
- Avantax Advisory Services sold 2 Factset shares in Q2 2025, an estimated $876.
- Factset made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1602 holding.
- Avantax Advisory Services first reported a position in Factset in Q3 2021 and has held it in 16 quarters since.
- Avantax Advisory Services's Factset position peaked at $978K in Q3 2023.
- 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.