Center For Asset Management’s Factset FDS Stock Holding History

Center For Asset Management’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	-556	Closed	-$241K	–	122
2022 Q1	$241K	Sell	556 -33	-6%	-$13.9K	0.19%	105
2021 Q4	$286K	Buy	+589	New	+$264K	0.21%	91

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

Center For Asset Management's FDS Position: Q2 2022 in Review

Center For Asset Management sold out of Factset (FDS) in Q2 2022, closing a stake of 556 shares — an estimated $241K sold.

Center For Asset Management first reported a position in FDS in Q4 2021 and held it in 2 quarters. The position peaked at $286K in Q4 2021. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

Center For Asset Management reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
Center For Asset Management sold 556 Factset shares in Q2 2022, an estimated $241K.
Center For Asset Management first reported a position in Factset in Q4 2021 and held it in 2 quarters.
Center For Asset Management's Factset position peaked at $286K in Q4 2021.
692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on Center For Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.