EWM
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Evermay Wealth Management’s Factset FDS Stock Holding History

Evermay 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
2024
Q2 		– Sell
-22
Closed -$10K – 618
2024
Q1 		$10K Hold
22
– – ﹤0.01% 470
2023
Q4 		$10.5K Hold
22
– – ﹤0.01% 448
2023
Q3 		$9.62K Buy
+22
New +$9.37K ﹤0.01% 435

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's FDS Position: Q2 2024 in Review

Evermay Wealth Management sold out of Factset (FDS) in Q2 2024, closing a stake of 22 shares — an estimated $10K sold.

Evermay Wealth Management first reported a position in FDS in Q3 2023 and held it in 3 quarters. The position peaked at $10.5K in Q4 2023. 803 funds tracked by Wall St. Rank hold FDS as of Q2 2024.

  • Evermay Wealth Management reported no remaining Factset position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 22 Factset shares in Q2 2024, an estimated $10K.
  • Evermay Wealth Management first reported a position in Factset in Q3 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Factset position peaked at $10.5K in Q4 2023.
  • 803 funds tracked by Wall St. Rank held Factset as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.