FCM
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Firestone Capital Management’s Factset FDS Stock Holding History

Firestone Capital 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
2020
Q3 		– Sell
-11
Closed -$4K – 431
2020
Q2 		$4K Hold
11
– – ﹤0.01% 377
2020
Q1 		$3K Hold
11
– – ﹤0.01% 384
2019
Q4 		$3K Buy
+11
New +$2.83K ﹤0.01% 405

Other funds holding FDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Firestone Capital Management's FDS Position: Q3 2020 in Review

Firestone Capital Management sold out of Factset (FDS) in Q3 2020, closing a stake of 11 shares — an estimated $4K sold.

Firestone Capital Management first reported a position in FDS in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 563 funds tracked by Wall St. Rank hold FDS as of Q3 2020.

  • Firestone Capital Management reported no remaining Factset position as of Q3 2020 after selling out during the quarter.
  • Firestone Capital Management sold 11 Factset shares in Q3 2020, an estimated $4K.
  • Firestone Capital Management first reported a position in Factset in Q4 2019 and held it in 3 quarters.
  • Firestone Capital Management's Factset position peaked at $4K in Q2 2020.
  • 563 funds tracked by Wall St. Rank held Factset as of Q3 2020.

Based on Firestone Capital Management's 13F filing for Q3 2020, filed 26 Oct 2020.