Interchange Capital Partners’s Factset FDS Stock Holding History

Interchange Capital Partners’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 Q1	–	Sell	-68	Closed	-$22K	–	524
2020 Q4	$22K	Buy	+68	New	+$22.5K	0.01%	600

Other funds holding FDS

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Interchange Capital Partners's FDS Position: Q1 2021 in Review

Interchange Capital Partners sold out of Factset (FDS) in Q1 2021, closing a stake of 68 shares — an estimated $22K sold.

Interchange Capital Partners first reported a position in FDS in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 576 funds tracked by Wall St. Rank hold FDS as of Q1 2021.

Interchange Capital Partners reported no remaining Factset position as of Q1 2021 after selling out during the quarter.
Interchange Capital Partners sold 68 Factset shares in Q1 2021, an estimated $22K.
Interchange Capital Partners first reported a position in Factset in Q4 2020 and held it in 1 quarter.
Interchange Capital Partners's Factset position peaked at $22K in Q4 2020.
576 funds tracked by Wall St. Rank held Factset as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.