DCM Advisors’s Factset FDS Stock Holding History

DCM 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	–	Sell	-1,310	Closed	-$524K	–	109
2022 Q3	$524K	Buy	1,310 +470	+56%	+$199K	0.26%	89
2022 Q2	$323K	Buy	+840	New	+$329K	0.14%	142

Other funds holding FDS

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

DCM Advisors's FDS Position: Q4 2022 in Review

DCM Advisors sold out of Factset (FDS) in Q4 2022, closing a stake of 1,310 shares — an estimated $524K sold.

DCM Advisors first reported a position in FDS in Q2 2022 and held it in 2 quarters. The position peaked at $524K in Q3 2022. 742 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

DCM Advisors reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 1,310 Factset shares in Q4 2022, an estimated $524K.
DCM Advisors first reported a position in Factset in Q2 2022 and held it in 2 quarters.
DCM Advisors's Factset position peaked at $524K in Q3 2022.
742 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.