Grey Fox Wealth Advisors’s Factset FDS Stock Holding History

Grey Fox Wealth 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
2023 Q2	–	Sell	-3	Closed	-$1.25K	–	250
2023 Q1	$1.25K	Buy	+3	New	+$1.25K	﹤0.01%	445

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

Grey Fox Wealth Advisors's FDS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Factset (FDS) in Q2 2023, closing a stake of 3 shares — an estimated $1.25K sold.

Grey Fox Wealth Advisors first reported a position in FDS in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 735 funds tracked by Wall St. Rank hold FDS as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Factset position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 3 Factset shares in Q2 2023, an estimated $1.25K.
Grey Fox Wealth Advisors first reported a position in Factset in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Factset position peaked at $1.25K in Q1 2023.
735 funds tracked by Wall St. Rank held Factset as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.