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Kapitalo Investimentos’s Factset FDS Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-43
Closed -$20.7K – 177
2024
Q4 		$20.7K Buy
+43
New +$20.4K 0.01% 254
2024
Q1 		– Sell
-350
Closed -$167K – 366
2023
Q4 		$167K Buy
350
+86
+33% +$38.7K 0.03% 310
2023
Q3 		$115K Buy
264
+185
+234% +$78.8K 0.02% 384
2023
Q2 		$31.7K Buy
+79
New +$31.9K 0.01% 428

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Kapitalo Investimentos's FDS Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Factset (FDS) in Q1 2025, closing a stake of 43 shares — an estimated $20.7K sold.

Kapitalo Investimentos first reported a position in FDS in Q2 2023 and held it in 4 quarters. The position peaked at $167K in Q4 2023. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 43 Factset shares in Q1 2025, an estimated $20.7K.
  • Kapitalo Investimentos first reported a position in Factset in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Factset position peaked at $167K in Q4 2023.
  • 826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.