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Capital Directions Investment Advisors’s Factset FDS Stock Holding History

Capital Directions Investment Advisors’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
Q4 		$20.1K Buy
+50
New +$21.3K 0.01% 177
2022
Q3 		– Sell
-50
Closed -$19K – 222
2022
Q2 		$19K Hold
50
– – 0.01% 178
2022
Q1 		$22K Buy
+50
New +$21.1K 0.01% 191

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Directions Investment Advisors's FDS Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Factset (FDS) in Q4 2022: 50 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in FDS as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in FDS in Q1 2022 and has held it in 3 quarters since. The position peaked at $22K in Q1 2022. 743 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

  • Capital Directions Investment Advisors held 50 shares of Factset worth $20.1K as of Q4 2022.
  • Factset was a new Capital Directions Investment Advisors position in Q4 2022.
  • Factset made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #177 holding.
  • Capital Directions Investment Advisors first reported a position in Factset in Q1 2022 and has held it in 3 quarters since.
  • Capital Directions Investment Advisors's Factset position peaked at $22K in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.