Bennett Selby Investments’s Factset FDS Stock Holding History

Bennett Selby Investments’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
2025 Q3	–	Sell	-623	Closed	-$279K	–	81
2025 Q2	$279K	Buy	623 +1	+0.2%	+$438	0.1%	68
2025 Q1	$283K	Hold	622	–	–	0.11%	66
2024 Q4	$299K	Hold	622	–	–	0.12%	62
2024 Q3	$286K	Hold	622	–	–	0.12%	63
2024 Q2	$254K	Buy	622 +4	+0.6%	+$1.7K	0.11%	64
2024 Q1	$281K	Buy	618 +2	+0.3%	+$932	0.13%	57
2023 Q4	$294K	Buy	616 +1	+0.2%	+$450	0.15%	52
2023 Q3	$269K	Hold	615	–	–	0.16%	51
2023 Q2	$247K	Hold	615	–	–	0.14%	52
2023 Q1	$255K	Hold	615	–	–	0.17%	48
2022 Q4	$247K	Hold	615	–	–	0.19%	48
2022 Q3	$246K	Hold	615	–	–	0.2%	47
2022 Q2	$237K	Hold	615	–	–	0.18%	49
2022 Q1	$267K	Sell	615 -1	-0.2%	-$422	0.16%	56
2021 Q4	$299K	Sell	616 -1	-0.2%	-$448	0.17%	49
2021 Q3	$243K	Buy	617 +1	+0.2%	+$364	0.16%	53
2021 Q2	$207K	Buy	+616	New	+$202K	0.14%	51
2021 Q1	–	Sell	-616	Closed	-$205K	–	52
2020 Q4	$205K	Buy	+616	New	+$204K	0.17%	49

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Ninety One (UK)

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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