Kolinsky Wealth Management’s Factset FDS Stock Holding History

Kolinsky 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	$355K	Buy	739 +23	+3%	+$10.9K	0.22%	99
2024 Q3	$329K	Buy	716 +1	+0.1%	+$425	0.21%	106
2024 Q2	$292K	Sell	715 -18	-2%	-$7.65K	0.21%	112
2024 Q1	$333K	Sell	733 -11	-1%	-$5.13K	0.25%	97
2023 Q4	$355K	Buy	744 +107	+17%	+$48.2K	0.31%	78
2023 Q3	$279K	Buy	637 +5	+0.8%	+$2.13K	0.28%	85
2023 Q2	$250K	Hold	632	–	–	0.24%	104
2023 Q1	$262K	Buy	632 +2	+0.3%	+$833	0.28%	93
2022 Q4	$253K	Buy	630 +6	+1%	+$2.56K	0.29%	97
2022 Q3	$250K	Sell	624 -3	-0.5%	-$1.27K	0.31%	87
2022 Q2	$241K	Hold	627	–	–	0.28%	97
2022 Q1	$272K	Sell	627 -150	-19%	-$63.3K	0.27%	96
2021 Q4	$378K	Buy	+777	New	+$348K	0.35%	65

Other funds holding FDS

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

BlackRock New York $5.7T 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

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