DWM
FDS icon

Drive Wealth Management’s Factset FDS Stock Holding History

Drive Wealth 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
2025
Q1 		– Sell
-455
Closed -$218K – 343
2024
Q4 		$218K Sell
455
-10
-2% -$4.75K 0.05% 288
2024
Q3 		$214K Buy
+465
New +$197K 0.06% 285
2024
Q2 		– Sell
-469
Closed -$213K – 326
2024
Q1 		$213K Sell
469
-18
-4% -$8.39K 0.06% 281
2023
Q4 		$233K Buy
487
+24
+5% +$10.8K 0.08% 248
2023
Q3 		$203K Buy
+463
New +$197K 0.07% 243

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Drive Wealth Management's FDS Position: Q1 2025 in Review

Drive Wealth Management sold out of Factset (FDS) in Q1 2025, closing a stake of 455 shares — an estimated $218K sold.

Drive Wealth Management first reported a position in FDS in Q3 2023 and held it in 5 quarters. The position peaked at $233K in Q4 2023. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • Drive Wealth Management reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 455 Factset shares in Q1 2025, an estimated $218K.
  • Drive Wealth Management first reported a position in Factset in Q3 2023 and held it in 5 quarters.
  • Drive Wealth Management's Factset position peaked at $233K in Q4 2023.
  • 826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.