Freedom Wealth Alliance’s Factset FDS Stock Holding History

Freedom Wealth 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
2023 Q1	–	Sell	-25	Closed	-$10K	–	195
2022 Q4	$10K	Buy	+25	New	+$10.6K	0.01%	280

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Freedom Wealth Alliance's FDS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Factset (FDS) in Q1 2023, closing a stake of 25 shares — an estimated $10K sold.

Freedom Wealth Alliance first reported a position in FDS in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

Freedom Wealth Alliance reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 25 Factset shares in Q1 2023, an estimated $10K.
Freedom Wealth Alliance first reported a position in Factset in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Factset position peaked at $10K in Q4 2022.
720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.