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 $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kolinsky Wealth Management's FDS Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Factset (FDS) stake by 3.2% in Q4 2024, buying an estimated $10.9K and bringing the position to 739 shares worth $355K. The position accounts for 0.22% of the portfolio, ranked #99.

Kolinsky Wealth Management first reported a position in FDS in Q4 2021 and has held it in 13 quarters since. The position peaked at $378K in Q4 2021. 846 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

Kolinsky Wealth Management held 739 shares of Factset worth $355K as of Q4 2024.
Kolinsky Wealth Management bought 23 Factset shares in Q4 2024, an estimated $10.9K.
Factset made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #99 holding.
Kolinsky Wealth Management first reported a position in Factset in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Factset position peaked at $378K in Q4 2021.
846 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.