FormulaFolio Investments’s Factset FDS Stock Holding History

FormulaFolio Investments’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
2021 Q2	$11K	Hold	33	–	–	﹤0.01%	246
2021 Q1	$11K	Buy	+33	New	+$10.4K	﹤0.01%	247

Other funds holding FDS

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FormulaFolio Investments's FDS Position: Q2 2021 in Review

FormulaFolio Investments held its Factset (FDS) position steady in Q2 2021 at 33 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

FormulaFolio Investments first reported a position in FDS in Q1 2021 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

FormulaFolio Investments held 33 shares of Factset worth $11K as of Q2 2021.
FormulaFolio Investments left its Factset share count unchanged in Q2 2021.
Factset made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #246 holding.
FormulaFolio Investments first reported a position in Factset in Q1 2021 and has held it in 2 quarters since.
594 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.