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Castleview Partners’s Factset FDS Stock Holding History

Castleview Partners’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
2021
Q2 		$10K Buy
+31
New +$10.2K ﹤0.01% 688

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castleview Partners's FDS Position: Q2 2021 in Review

Castleview Partners opened a new position in Factset (FDS) in Q2 2021: 31 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

595 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

  • Castleview Partners held 31 shares of Factset worth $10K as of Q2 2021.
  • Factset was a new Castleview Partners position in Q2 2021.
  • Factset made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #688 holding.
  • 595 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.