Financial Gravity Asset Management’s Factset FDS Stock Holding History

Financial Gravity Asset 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
2019 Q2	–	Sell	-31	Closed	-$8.58K	–	1370
2019 Q1	$8K	Buy	+31	New	+$6.93K	0.01%	595
2018 Q3	$3K	Buy	13 +2	+18%	+$434	﹤0.01%	846
2018 Q2	$2K	Sell	11 -1	-8%	-$200	﹤0.01%	978
2018 Q1	$2K	Buy	+12	New	+$2.42K	﹤0.01%	944

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Gravity Asset Management's FDS Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Factset (FDS) in Q2 2019, closing a stake of 31 shares — an estimated $8.58K sold.

Financial Gravity Asset Management first reported a position in FDS in Q1 2018 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 506 funds tracked by Wall St. Rank hold FDS as of Q2 2019.

Financial Gravity Asset Management reported no remaining Factset position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 31 Factset shares in Q2 2019, an estimated $8.58K.
Financial Gravity Asset Management first reported a position in Factset in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Factset position peaked at $8K in Q1 2019.
506 funds tracked by Wall St. Rank held Factset as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.