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 $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bedel Financial Consulting's FDS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Factset (FDS) in Q2 2022, closing a stake of 8 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in FDS in Q1 2018 and held it in 17 quarters. The position peaked at $7K in Q2 2018. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

Bedel Financial Consulting reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 8 Factset shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Factset in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Factset position peaked at $7K in Q2 2018.
692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.