Hoover Financial Advisors’s Factset FDS Stock Holding History

Hoover Financial 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
2021 Q2	$10K	Hold	29	–	–	﹤0.01%	472
2021 Q1	$10K	Hold	29	–	–	﹤0.01%	425
2020 Q4	$9K	Buy	+29	New	+$9.58K	﹤0.01%	414

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoover Financial Advisors's FDS Position: Q2 2021 in Review

Hoover Financial Advisors held its Factset (FDS) position steady in Q2 2021 at 29 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Hoover Financial Advisors first reported a position in FDS in Q4 2020 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

Hoover Financial Advisors held 29 shares of Factset worth $10K as of Q2 2021.
Hoover Financial Advisors left its Factset share count unchanged in Q2 2021.
Factset made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #472 holding.
Hoover Financial Advisors first reported a position in Factset in Q4 2020 and has held it in 3 quarters since.
595 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.