KPCM
FDS icon

Kings Point Capital Management’s Factset FDS Stock Holding History

Kings Point Capital 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
2022
Q1 		$177K Hold
408
– – 0.02% 212
2021
Q4 		$198K Hold
408
– – 0.02% 226
2021
Q3 		$161K Buy
408
+94
+30% +$34.2K 0.01% 225
2021
Q2 		$105K Buy
+314
New +$103K 0.01% 267

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's FDS Position: Q1 2022 in Review

Kings Point Capital Management held its Factset (FDS) position steady in Q1 2022 at 408 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #212.

Kings Point Capital Management first reported a position in FDS in Q2 2021 and has held it in 4 quarters since. The position peaked at $198K in Q4 2021. 704 funds tracked by Wall St. Rank hold FDS as of Q1 2022.

  • Kings Point Capital Management held 408 shares of Factset worth $177K as of Q1 2022.
  • Kings Point Capital Management left its Factset share count unchanged in Q1 2022.
  • Factset made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #212 holding.
  • Kings Point Capital Management first reported a position in Factset in Q2 2021 and has held it in 4 quarters since.
  • Kings Point Capital Management's Factset position peaked at $198K in Q4 2021.
  • 704 funds tracked by Wall St. Rank held Factset as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.