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Front Row Advisors’s Factset FDS Stock Holding History

Front Row Advisors’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
2024
Q3 		– Sell
-106
Closed -$43.3K – 626
2024
Q2 		$43.3K Hold
106
– – 0.02% 288
2024
Q1 		$48.2K Buy
+106
New +$49.4K 0.02% 264
2023
Q4 		– Sell
-107
Closed -$46.8K – 592
2023
Q3 		$46.8K Sell
107
-4
-4% -$1.7K 0.02% 245
2023
Q2 		$44K Hold
111
– – 0.02% 254
2023
Q1 		$46K Sell
111
-1
-0.9% -$416 0.02% 253
2022
Q4 		$45K Hold
112
– – 0.02% 254
2022
Q3 		$45K Sell
112
-2
-2% -$847 0.02% 257
2022
Q2 		$44K Hold
114
– – 0.02% 258
2022
Q1 		$49K Sell
114
-1
-0.9% -$422 0.02% 261
2021
Q4 		$56K Sell
115
-3
-3% -$1.34K 0.02% 256
2021
Q3 		$47K Hold
118
– – 0.02% 274
2021
Q2 		$43K Sell
118
-2
-2% -$655 0.02% 282
2021
Q1 		$37K Buy
120
+3
+3% +$949 0.02% 291
2020
Q4 		$39K Hold
117
– – 0.02% 282
2020
Q3 		$38K Buy
117
+7
+6% +$2.42K 0.02% 278
2020
Q2 		$36K Sell
110
-16
-13% -$4.62K 0.02% 255
2020
Q1 		$35K Hold
126
– – 0.02% 259
2019
Q4 		$34K Hold
126
– – 0.02% 243
2019
Q3 		$31K Hold
126
– – 0.02% 249
2019
Q2 		$36K Hold
126
– – 0.03% 232
2019
Q1 		$31K Sell
126
-6
-5% -$1.34K 0.02% 249
2018
Q4 		$26K Hold
132
– – 0.02% 256
2018
Q3 		$28K Sell
132
-1
-0.8% -$217 0.02% 261
2018
Q2 		$27K Hold
133
– – 0.02% 296
2018
Q1 		$27K Sell
133
-6
-4% -$1.21K 0.02% 292
2017
Q4 		$27K Buy
+139
New +$26.7K 0.02% 304

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Front Row Advisors's FDS Position: Q3 2024 in Review

Front Row Advisors sold out of Factset (FDS) in Q3 2024, closing a stake of 106 shares — an estimated $43.3K sold.

Front Row Advisors first reported a position in FDS in Q4 2017 and held it in 26 quarters. The position peaked at $56K in Q4 2021. 830 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • Front Row Advisors reported no remaining Factset position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 106 Factset shares in Q3 2024, an estimated $43.3K.
  • Front Row Advisors first reported a position in Factset in Q4 2017 and held it in 26 quarters.
  • Front Row Advisors's Factset position peaked at $56K in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Factset as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.