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Householder Group Estate & Retirement Specialist’s Factset FDS Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-16
Closed -$7K – 750
2024
Q3 		$7K Hold
16
– – ﹤0.01% 879
2024
Q2 		$6K Buy
+16
New +$6.8K ﹤0.01% 908

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

Householder Group Estate & Retirement Specialist's FDS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Factset (FDS) in Q4 2024, closing a stake of 16 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in FDS in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 846 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 16 Factset shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Factset in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Factset position peaked at $7K in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.