GIA
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Goodwin Investment Advisory’s Factset FDS Stock Holding History

Goodwin Investment Advisory’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
-118
Closed -$47.3K – 135
2022
Q4 		$47.3K Hold
118
– – 0.03% 90
2022
Q3 		$47K Sell
118
-7
-6% -$2.96K 0.04% 86
2022
Q2 		$48.1K Hold
125
– – 0.04% 68
2022
Q1 		$54K Hold
125
– – 0.04% 75
2021
Q4 		$61K Hold
125
– – 0.05% 69
2021
Q3 		$49K Sell
125
-139
-53% -$50.5K 0.05% 71
2021
Q2 		$98K Buy
264
+139
+111% +$45.5K 0.11% 43
2021
Q1 		$39K Buy
+125
New +$39.6K 0.05% 87

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