FEG
FDS icon

Financial Enhancement Group’s Factset FDS Stock Holding History

Financial Enhancement Group’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
-6
Closed -$2K – 177
2022
Q3 		$2K Hold
6
– – ﹤0.01% 243
2022
Q2 		$2K Hold
6
– – ﹤0.01% 237
2022
Q1 		$3K Buy
+6
New +$2.53K ﹤0.01% 230

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Enhancement Group's FDS Position: Q4 2022 in Review

Financial Enhancement Group sold out of Factset (FDS) in Q4 2022, closing a stake of 6 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in FDS in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 741 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

  • Financial Enhancement Group reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 6 Factset shares in Q4 2022, an estimated $2K.
  • Financial Enhancement Group first reported a position in Factset in Q1 2022 and held it in 3 quarters.
  • Financial Enhancement Group's Factset position peaked at $3K in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.