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Investors Asset Management of Georgia’s Factset FDS Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-125
Closed -$50K – 303
2022
Q3 		$50K Hold
125
– – 0.03% 297
2022
Q2 		$48K Buy
+125
New +$48.9K 0.02% 265

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investors Asset Management of Georgia's FDS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Factset (FDS) in Q4 2022, closing a stake of 125 shares — an estimated $50K sold.

Investors Asset Management of Georgia first reported a position in FDS in Q2 2022 and held it in 2 quarters. The position peaked at $50K in Q3 2022. 743 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 125 Factset shares in Q4 2022, an estimated $50K.
  • Investors Asset Management of Georgia first reported a position in Factset in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Factset position peaked at $50K in Q3 2022.
  • 743 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.