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Cetera Advisors’s Factset FDS Stock Holding History

Cetera 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
2024
Q1 		$202K Buy
+445
New +$207K ﹤0.01% 2213

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Advisors's FDS Position: Q1 2024 in Review

Cetera Advisors opened a new position in Factset (FDS) in Q1 2024: 445 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings.

781 funds tracked by Wall St. Rank hold FDS as of Q1 2024.

  • Cetera Advisors held 445 shares of Factset worth $202K as of Q1 2024.
  • Factset was a new Cetera Advisors position in Q1 2024.
  • Factset made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2213 holding.
  • 781 funds tracked by Wall St. Rank held Factset as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.