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Baron Silver Stevens Financial Advisors’s Factset FDS Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-5
Closed -$1K – 187
2020
Q4 		$1K Buy
+5
New +$1.65K ﹤0.01% 447

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FDS Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Factset (FDS) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in FDS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 576 funds tracked by Wall St. Rank hold FDS as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Factset position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 5 Factset shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Factset in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Factset position peaked at $1K in Q4 2020.
  • 576 funds tracked by Wall St. Rank held Factset as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.