Elmwood Wealth Management’s Factset FDS Stock Holding History

Elmwood 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
2020 Q2	–	Sell	-10	Closed	-$1.99K	–	285
2020 Q1	$1.99K	Buy	+10	New	+$2.72K	﹤0.01%	258
2018 Q3	–	Sell	-10	Closed	-$1.98K	–	294
2018 Q2	$1.98K	Hold	10	–	–	﹤0.01%	257
2018 Q1	$1.99K	Buy	+10	New	+$2.02K	﹤0.01%	258

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Elmwood Wealth Management's FDS Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Factset (FDS) in Q2 2020, closing a stake of 10 shares — an estimated $1.99K sold.

Elmwood Wealth Management first reported a position in FDS in Q1 2018 and held it in 3 quarters. The position peaked at $1.99K in Q1 2020. 539 funds tracked by Wall St. Rank hold FDS as of Q2 2020.

Elmwood Wealth Management reported no remaining Factset position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 10 Factset shares in Q2 2020, an estimated $1.99K.
Elmwood Wealth Management first reported a position in Factset in Q1 2018 and held it in 3 quarters.
Elmwood Wealth Management's Factset position peaked at $1.99K in Q1 2020.
539 funds tracked by Wall St. Rank held Factset as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.