Founders Financial Alliance’s Factset FDS Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-30	Closed	-$10K	–	715
2020 Q3	$10K	Buy	+30	New	+$10.4K	0.01%	765

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Founders Financial Alliance's FDS Position: Q4 2020 in Review

Founders Financial Alliance sold out of Factset (FDS) in Q4 2020, closing a stake of 30 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in FDS in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 591 funds tracked by Wall St. Rank hold FDS as of Q4 2020.

Founders Financial Alliance reported no remaining Factset position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 30 Factset shares in Q4 2020, an estimated $10K.
Founders Financial Alliance first reported a position in Factset in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Factset position peaked at $10K in Q3 2020.
591 funds tracked by Wall St. Rank held Factset as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.