Capital Advisory Group Advisory Services’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-14
Closed -$5K 498
2020
Q2
$5K Hold
14
﹤0.01% 368
2020
Q1
$4K Buy
+14
New +$3.81K 0.01% 321

Other funds holding FDS

Capital Advisory Group Advisory Services's FDS Position: Q3 2020 in Review

Capital Advisory Group Advisory Services sold out of Factset (FDS) in Q3 2020, closing a stake of 14 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in FDS in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 563 funds tracked by Wall St. Rank hold FDS as of Q3 2020.

  • Capital Advisory Group Advisory Services reported no remaining Factset position as of Q3 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 14 Factset shares in Q3 2020, an estimated $5K.
  • Capital Advisory Group Advisory Services first reported a position in Factset in Q1 2020 and held it in 2 quarters.
  • Capital Advisory Group Advisory Services's Factset position peaked at $5K in Q2 2020.
  • 563 funds tracked by Wall St. Rank held Factset as of Q3 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2020, filed 16 Nov 2020.