FFA
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Freedman Financial Associates’s Factset FDS Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-100
Closed -$43K – 134
2022
Q1 		$43K Hold
100
– – 0.03% 219
2021
Q4 		$49K Hold
100
– – 0.03% 207
2021
Q3 		$39K Hold
100
– – 0.03% 226
2021
Q2 		$34K Buy
+100
New +$32.7K 0.03% 235

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedman Financial Associates's FDS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Factset (FDS) in Q2 2022, closing a stake of 100 shares — an estimated $43K sold.

Freedman Financial Associates first reported a position in FDS in Q2 2021 and held it in 4 quarters. The position peaked at $49K in Q4 2021. 691 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 100 Factset shares in Q2 2022, an estimated $43K.
  • Freedman Financial Associates first reported a position in Factset in Q2 2021 and held it in 4 quarters.
  • Freedman Financial Associates's Factset position peaked at $49K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.