FGC
FDS icon

Financial Gravity Companies’s Factset FDS Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-5
Closed -$2.3K – 988
2024
Q3 		$2.3K Buy
+5
New +$2.12K ﹤0.01% 491
2018
Q4 		$3K Buy
+12
New +$2.64K ﹤0.01% 823
2018
Q1 		$2K Buy
+12
New +$2.42K ﹤0.01% 944

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Companies's FDS Position: Q4 2024 in Review

Financial Gravity Companies sold out of Factset (FDS) in Q4 2024, closing a stake of 5 shares — an estimated $2.3K sold.

Financial Gravity Companies first reported a position in FDS in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 847 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Financial Gravity Companies reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 5 Factset shares in Q4 2024, an estimated $2.3K.
  • Financial Gravity Companies first reported a position in Factset in Q1 2018 and held it in 3 quarters.
  • Financial Gravity Companies's Factset position peaked at $3K in Q4 2018.
  • 847 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.