D'Orazio & Associates’s Factset FDS Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-50	Closed	-$20K	–	306
2021 Q3	$20K	Buy	+50	New	+$18.2K	﹤0.01%	395

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

D'Orazio & Associates's FDS Position: Q4 2021 in Review

D'Orazio & Associates sold out of Factset (FDS) in Q4 2021, closing a stake of 50 shares — an estimated $20K sold.

D'Orazio & Associates first reported a position in FDS in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 694 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

D'Orazio & Associates reported no remaining Factset position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 50 Factset shares in Q4 2021, an estimated $20K.
D'Orazio & Associates first reported a position in Factset in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's Factset position peaked at $20K in Q3 2021.
694 funds tracked by Wall St. Rank held Factset as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.