GA
FDS icon

Geller Advisors’s Factset FDS Stock Holding History

Geller 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
Q4 		$225K Buy
468
+25
+6% +$11.9K 0.01% 240
2024
Q3 		$204K Buy
+443
New +$188K 0.01% 259
2024
Q2 		– Sell
-471
Closed -$214K – 272
2024
Q1 		$214K Sell
471
-8
-2% -$3.73K 0.02% 257
2023
Q4 		$229K Buy
+479
New +$216K 0.02% 242

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $1.61T AUM 30.72% 1-Year Est. Return

Geller Advisors's FDS Position: Q4 2024 in Review

Geller Advisors increased its Factset (FDS) stake by 5.6% in Q4 2024, buying an estimated $11.9K and bringing the position to 468 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #240.

Geller Advisors first reported a position in FDS in Q4 2023 and has held it in 4 quarters since. The position peaked at $229K in Q4 2023. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Geller Advisors held 468 shares of Factset worth $225K as of Q4 2024.
  • Geller Advisors bought 25 Factset shares in Q4 2024, an estimated $11.9K.
  • Factset made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #240 holding.
  • Geller Advisors first reported a position in Factset in Q4 2023 and has held it in 4 quarters since.
  • Geller Advisors's Factset position peaked at $229K in Q4 2023.
  • 845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.