Iron Horse Wealth Management’s Factset FDS Stock Holding History

Iron Horse Wealth Management’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	-4	Closed	-$1.84K	–	514
2024 Q3	$1.84K	Hold	4	–	–	﹤0.01%	393
2024 Q2	$1.63K	Hold	4	–	–	﹤0.01%	375
2024 Q1	$1.82K	Hold	4	–	–	﹤0.01%	355
2023 Q4	$1.91K	Hold	4	–	–	﹤0.01%	370
2023 Q3	$1.75K	Hold	4	–	–	﹤0.01%	376
2023 Q2	$1.6K	Hold	4	–	–	﹤0.01%	252
2023 Q1	$1.66K	Buy	+4	New	+$1.67K	﹤0.01%	285

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's FDS Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Factset (FDS) in Q4 2024, closing a stake of 4 shares — an estimated $1.84K sold.

Iron Horse Wealth Management first reported a position in FDS in Q1 2023 and held it in 7 quarters. The position peaked at $1.91K in Q4 2023. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

Iron Horse Wealth Management reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 4 Factset shares in Q4 2024, an estimated $1.84K.
Iron Horse Wealth Management first reported a position in Factset in Q1 2023 and held it in 7 quarters.
Iron Horse Wealth Management's Factset position peaked at $1.91K in Q4 2023.
845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.