Axim Planning & Wealth’s Factset FDS Stock Holding History

Axim Planning & Wealth’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
2022 Q4	–	Sell	-285	Closed	-$114K	–	74
2022 Q3	$114K	Buy	+285	New	+$121K	0.11%	28

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Axim Planning & Wealth's FDS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Factset (FDS) in Q4 2022, closing a stake of 285 shares — an estimated $114K sold.

Axim Planning & Wealth first reported a position in FDS in Q3 2022 and held it in 1 quarter. The position peaked at $114K in Q3 2022. 742 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

Axim Planning & Wealth reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 285 Factset shares in Q4 2022, an estimated $114K.
Axim Planning & Wealth first reported a position in Factset in Q3 2022 and held it in 1 quarter.
Axim Planning & Wealth's Factset position peaked at $114K in Q3 2022.
742 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.