Core Wealth Advisors (Florida)’s Factset FDS Stock Holding History

Core Wealth Advisors (Florida)’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
2020 Q2	–	Sell	-9	Closed	-$2K	–	141
2020 Q1	$2K	Buy	+9	New	+$2.45K	﹤0.01%	130

Other funds holding FDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FDS Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Factset (FDS) in Q2 2020, closing a stake of 9 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in FDS in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 538 funds tracked by Wall St. Rank hold FDS as of Q2 2020.

Core Wealth Advisors (Florida) reported no remaining Factset position as of Q2 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 9 Factset shares in Q2 2020, an estimated $2K.
Core Wealth Advisors (Florida) first reported a position in Factset in Q1 2020 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s Factset position peaked at $2K in Q1 2020.
538 funds tracked by Wall St. Rank held Factset as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.