Bedel Financial Consulting’s Factset FDS Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-8	Closed	-$3K	–	416
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	827
2021 Q4	$4K	Hold	8	–	–	﹤0.01%	812
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	835
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	827
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	843
2020 Q4	$3K	Hold	8	–	–	﹤0.01%	708
2020 Q3	$3K	Hold	8	–	–	﹤0.01%	672
2020 Q2	$3K	Hold	8	–	–	﹤0.01%	642
2020 Q1	$2K	Hold	8	–	–	﹤0.01%	669
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	675
2019 Q3	$2K	Hold	8	–	–	﹤0.01%	649
2019 Q2	$2K	Hold	8	–	–	﹤0.01%	642
2019 Q1	$2K	Hold	8	–	–	﹤0.01%	639
2018 Q4	$2K	Hold	8	–	–	﹤0.01%	603
2018 Q3	$1K	Sell	8 -26	-76%	-$5.64K	﹤0.01%	645
2018 Q2	$7K	Hold	34	–	–	0.01%	516
2018 Q1	$7K	Buy	+34	New	+$6.87K	0.01%	511

Other funds holding FDS

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

BlackRock New York $5.7T AUM 30.48% 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return