FinTrust Capital Advisors’s Factset FDS Stock Holding History

FinTrust Capital Advisors’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 Q3	$7.36K	Hold	16	–	–	﹤0.01%	1008
2024 Q2	$6.53K	Hold	16	–	–	﹤0.01%	982
2024 Q1	$7.27K	Hold	16	–	–	﹤0.01%	915
2023 Q4	$7.63K	Hold	16	–	–	﹤0.01%	879
2023 Q3	$7K	Hold	16	–	–	﹤0.01%	845
2023 Q2	$6.42K	Hold	16	–	–	﹤0.01%	833
2023 Q1	$6.42K	Hold	16	–	–	﹤0.01%	827
2022 Q4	$6.42K	Hold	16	–	–	﹤0.01%	825
2022 Q3	$7K	Hold	16	–	–	﹤0.01%	954
2022 Q2	$7K	Hold	16	–	–	﹤0.01%	973
2022 Q1	$7K	Hold	16	–	–	﹤0.01%	1014
2021 Q4	$8K	Hold	16	–	–	﹤0.01%	952
2021 Q3	$6K	Hold	16	–	–	﹤0.01%	996
2021 Q2	$5K	Hold	16	–	–	﹤0.01%	1044
2021 Q1	$5K	Buy	+16	New	+$5.06K	﹤0.01%	1019

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 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

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 $1.61T AUM 30.72% 1-Year Est. Return