Gradient Investments’s Factset FDS Stock Holding History

Gradient Investments’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 Q1	–	Sell	-9	Closed	-$4.29K	–	1428
2023 Q4	$4.29K	Hold	9	–	–	﹤0.01%	1032
2023 Q3	$3.94K	Buy	9 +6	+200%	+$2.56K	﹤0.01%	1007
2023 Q2	$1.2K	Sell	3 -16	-84%	-$6.45K	﹤0.01%	1301
2023 Q1	$7.89K	Hold	19	–	–	﹤0.01%	859
2022 Q4	$7.62K	Buy	+19	New	+$8.09K	﹤0.01%	859
2016 Q4	–	Sell	-13	Closed	-$2K	–	744
2016 Q3	$2K	Buy	+13	New	+$2.24K	﹤0.01%	612
2015 Q2	–	Sell	-64	Closed	-$10K	–	651
2015 Q1	$10K	Buy	+64	New	+$9.59K	﹤0.01%	406

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Gradient Investments's FDS Position: Q1 2024 in Review

Gradient Investments sold out of Factset (FDS) in Q1 2024, closing a stake of 9 shares — an estimated $4.29K sold.

Gradient Investments first reported a position in FDS in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2015. 781 funds tracked by Wall St. Rank hold FDS as of Q1 2024.

Gradient Investments reported no remaining Factset position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 9 Factset shares in Q1 2024, an estimated $4.29K.
Gradient Investments first reported a position in Factset in Q1 2015 and held it in 7 quarters.
Gradient Investments's Factset position peaked at $10K in Q1 2015.
781 funds tracked by Wall St. Rank held Factset as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.