BCWM
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Bartlett & Co Wealth Management’s Factset FDS Stock Holding History

Bartlett & Co 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 		$224 Sell
1
-16
-94% -$3.73K ﹤0.01% 1196
2025
Q4 		$4.93K Buy
+17
New +$4.77K ﹤0.01% 1018
2022
Q3 		– Sell
-20
Closed -$7.69K – 1217
2022
Q2 		$7.69K Buy
+20
New +$7.83K ﹤0.01% 931
2021
Q3 		– Sell
-3
Closed -$1.01K – 985
2021
Q2 		$1.01K Hold
3
– – ﹤0.01% 954
2021
Q1 		$926 Hold
3
– – ﹤0.01% 988
2020
Q4 		$998 Buy
+3
New +$991 ﹤0.01% 1046

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $43.1B AUM 23.42% 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 $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return